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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,083 | $133,998-68.6% | $112,263-62.5% | $134,545-68.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.03% | 47.17%-66.2pp | 27.49%-46.5pp | 418.37%-437.4pp |
| Employer contribution / active EE | $4,933 | $4,040+22.1% | $3,636+35.7% | $4,742+4.0% |
| Participant deferral / active EE | $10,063 | $5,292+90.1% | $4,729+112.8% | $6,401+57.2% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |