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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,130 | $105,867+114.5% | $90,760+150.3% | $134,532+68.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -5.36% | -10.99%+5.6pp | -12.16%+6.8pp | 418.27%-423.6pp |
| Employer contribution / active EE | $8,228 | $3,464+137.6% | $2,922+181.6% | $4,741+73.5% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |