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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,212 | $49,177+61.1% | $79,467-0.3% | $64,173+23.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -4.32% | -1.16%-3.2pp | 718.30%-722.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $9,015 | $2,076+334.2% | $2,800+222.0% | $2,381+278.7% |
| Participant deferral / active EE | $0 | $2,821-100.0% | $3,704-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |