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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,380 | $167,504-43.1% | $151,628-37.1% | $134,509-29.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.29% | 7.81%-28.1pp | 3.34%-23.6pp | 418.13%-438.4pp |
| Employer contribution / active EE | $13,110 | $6,828+92.0% | $6,165+112.6% | $4,741+176.5% |
| Participant deferral / active EE | $6,833 | $8,985-23.9% | $8,363-18.3% | $6,400+6.8% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |