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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,593 | $118,875-17.1% | $96,572+2.1% | $167,553-41.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.84% | 50.50%-41.7pp | 37.79%-29.0pp | 478.89%-470.1pp |
| Employer contribution / active EE | $7,219 | $3,121+131.3% | $2,357+206.2% | $4,840+49.2% |
| Participant deferral / active EE | $5,768 | $4,617+24.9% | $3,850+49.8% | $6,343-9.1% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |