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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,857 | $142,392+6.6% | $119,622+26.9% | $134,532+12.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.93% | -12.46%-1.5pp | -14.98%+1.1pp | 418.27%-432.2pp |
| Employer contribution / active EE | $24,338 | $5,224+365.9% | $4,232+475.1% | $4,741+413.3% |
| Participant deferral / active EE | $14,625 | $6,467+126.1% | $5,601+161.1% | $6,401+128.5% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |