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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,906 | $93,117-41.0% | $77,096-28.8% | $134,532-59.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.89% | 62.67%-76.6pp | 42.35%-56.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $13,123 | $3,420+283.7% | $2,814+366.3% | $4,741+176.8% |
| Participant deferral / active EE | $27,000 | $5,241+415.1% | $4,429+509.6% | $6,401+321.8% |
| Admin fee / account holder | $273 | $6,948-96.1% | $5,428-95.0% | $11,429-97.6% |