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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,071 | $100,811+23.1% | $86,698+43.1% | $134,545-7.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.29% | 29.11%-45.4pp | 35.96%-52.2pp | 418.37%-434.7pp |
| Employer contribution / active EE | $18,710 | $3,490+436.1% | $2,837+559.5% | $4,742+294.6% |
| Participant deferral / active EE | $4,665 | $5,339-12.6% | $4,656+0.2% | $6,401-27.1% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |