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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,885 | $82,163-13.7% | $125,358-43.5% | $64,811+9.4% |
| Participation rate | 89.8% | 77.9%+11.9pp | 82.4%+7.4pp | 71.5%+18.3pp |
| Annual return | 1.63% | 3.49%-1.9pp | 572.03%-570.4pp | 32.83%-31.2pp |
| Employer contribution / active EE | $4,879 | $3,616+34.9% | $4,814+1.4% | $2,506+94.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,447-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,007-100.0% | $188-100.0% |