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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,485 | $90,467-8.8% | $93,759-12.0% | $134,532-38.7% |
| Participation rate | 93.3% | 82.0%+11.4pp | 81.0%+12.4pp | 81.2%+12.1pp |
| Annual return | -19.30% | -15.72%-3.6pp | -11.33%-8.0pp | 418.27%-437.6pp |
| Employer contribution / active EE | $8,639 | $4,345+98.8% | $4,324+99.8% | $4,741+82.2% |
| Participant deferral / active EE | $0 | $5,980-100.0% | $6,096-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33 | $9,258-99.6% | $7,197-99.5% | $11,429-99.7% |