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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,203 | $211,946-78.2% | $169,452-72.7% | $135,380-65.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.03% | 3.26%-8.3pp | 1.83%-6.9pp | 519.81%-524.8pp |
| Employer contribution / active EE | $11,850 | $5,117+131.6% | $4,157+185.1% | $4,779+148.0% |
| Participant deferral / active EE | $6,790 | $6,075+11.8% | $5,277+28.7% | $5,609+21.1% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |