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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,954 | $67,352+14.3% | $60,899+26.4% | $134,509-42.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -12.72% | 49.99%-62.7pp | 16.92%-29.6pp | 418.13%-430.9pp |
| Employer contribution / active EE | $8,122 | $3,098+162.2% | $2,702+200.6% | $4,741+71.3% |
| Participant deferral / active EE | $3,866 | $4,539-14.8% | $3,817+1.3% | $6,400-39.6% |
| Admin fee / account holder | -$489 | $4,585-110.7% | $3,225-115.2% | $11,427-104.3% |