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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,312 | $134,001-69.9% | $112,258-64.1% | $134,509-70.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.24% | 47.15%-64.4pp | 27.47%-44.7pp | 418.13%-435.4pp |
| Employer contribution / active EE | $13,287 | $4,039+228.9% | $3,636+265.5% | $4,741+180.3% |
| Participant deferral / active EE | $9,222 | $5,291+74.3% | $4,728+95.0% | $6,400+44.1% |
| Admin fee / account holder | $67 | $7,491-99.1% | $6,411-99.0% | $11,427-99.4% |