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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,817 | $167,362-75.6% | $143,799-71.6% | $134,532-69.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.65% | 0.47%-18.1pp | -0.04%-17.6pp | 418.27%-435.9pp |
| Employer contribution / active EE | $12,303 | $5,620+118.9% | $4,952+148.4% | $4,741+159.5% |
| Participant deferral / active EE | $11,337 | $6,447+75.8% | $5,638+101.1% | $6,401+77.1% |
| Admin fee / account holder | $7 | $18,094-100.0% | $14,677-100.0% | $11,429-99.9% |