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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,826 | $167,362-47.5% | $143,799-38.9% | $134,532-34.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.16% | 0.47%-19.6pp | -0.04%-19.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $9,321 | $5,620+65.8% | $4,952+88.2% | $4,741+96.6% |
| Participant deferral / active EE | $7,591 | $6,447+17.7% | $5,638+34.6% | $6,401+18.6% |
| Admin fee / account holder | $16 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |