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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,049 | $93,117-10.8% | $77,096+7.7% | $134,532-38.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.13% | 62.67%-75.8pp | 42.35%-55.5pp | 418.27%-431.4pp |
| Employer contribution / active EE | $23,777 | $3,420+595.1% | $2,814+744.8% | $4,741+401.5% |
| Participant deferral / active EE | $10,710 | $5,241+104.3% | $4,429+141.8% | $6,401+67.3% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |