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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,864 | $95,915-42.8% | $79,580-31.1% | $134,532-59.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.01% | -2.71%-14.3pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $10,145 | $3,129+224.3% | $2,413+320.4% | $4,741+114.0% |
| Participant deferral / active EE | $10,394 | $4,693+121.5% | $3,985+160.8% | $6,401+62.4% |
| Admin fee / account holder | $16 | $9,132-99.8% | $6,835-99.8% | $11,429-99.9% |