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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,532 | $147,167-64.3% | $111,392-52.8% | $135,380-61.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -6.33% | -4.44%-1.9pp | -2.06%-4.3pp | 519.81%-526.1pp |
| Employer contribution / active EE | $7,621 | $5,204+46.4% | $4,328+76.1% | $4,779+59.5% |
| Participant deferral / active EE | $0 | $6,565-100.0% | $5,567-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $20,270-100.0% | $12,266-100.0% | $10,828-100.0% |