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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,422 | $134,001-79.5% | $112,258-75.6% | $134,509-79.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.18% | 47.15%-67.3pp | 27.47%-47.7pp | 418.13%-438.3pp |
| Employer contribution / active EE | $5,250 | $4,039+30.0% | $3,636+44.4% | $4,741+10.8% |
| Participant deferral / active EE | $12,444 | $5,291+135.2% | $4,728+163.2% | $6,400+94.4% |
| Admin fee / account holder | $135 | $7,491-98.2% | $6,411-97.9% | $11,427-98.8% |