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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,278 | $91,911+63.5% | $68,612+119.0% | $135,379+11.0% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -5.29% | -8.22%+2.9pp | -4.63%-0.7pp | 519.79%-525.1pp |
| Employer contribution / active EE | $8,515 | $3,924+117.0% | $2,625+224.4% | $4,779+78.2% |
| Participant deferral / active EE | $7,389 | $4,315+71.2% | $3,311+123.2% | $5,609+31.7% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |