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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,926 | $134,001+71.6% | $112,258+104.8% | $134,509+70.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.99% | 47.15%-64.1pp | 27.47%-44.5pp | 418.13%-435.1pp |
| Employer contribution / active EE | $1,792 | $4,039-55.6% | $3,636-50.7% | $4,741-62.2% |
| Participant deferral / active EE | $27,000 | $5,291+410.3% | $4,728+471.0% | $6,400+321.9% |
| Admin fee / account holder | -$317 | $7,491-104.2% | $6,411-104.9% | $11,427-102.8% |