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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,461 | $167,522-71.7% | $151,639-68.7% | $134,532-64.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -4.40% | 7.81%-12.2pp | 3.34%-7.7pp | 418.27%-422.7pp |
| Employer contribution / active EE | $11,596 | $6,828+69.8% | $6,165+88.1% | $4,741+144.6% |
| Participant deferral / active EE | $14,960 | $8,986+66.5% | $8,363+78.9% | $6,401+133.7% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |