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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,149 | $95,188+30.4% | $76,518+62.2% | $135,379-8.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.22% | 4.85%-13.1pp | -0.27%-8.0pp | 519.79%-528.0pp |
| Employer contribution / active EE | $23,800 | $3,303+620.6% | $2,647+799.0% | $4,779+398.0% |
| Participant deferral / active EE | $21,500 | $4,640+363.4% | $3,836+460.5% | $5,609+283.3% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |