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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,777 | $167,362-48.7% | $143,799-40.3% | $134,532-36.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.01% | 0.47%-11.5pp | -0.04%-11.0pp | 418.27%-429.3pp |
| Employer contribution / active EE | $61,000 | $5,620+985.3% | $4,952+1131.8% | $4,741+1186.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $67 | $18,094-99.6% | $14,677-99.5% | $11,429-99.4% |