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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,741 | $99,032+34.0% | $80,022+65.9% | $135,380-1.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.48% | 15.39%-22.9pp | 11.22%-18.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $16,402 | $3,043+438.9% | $2,468+564.6% | $4,779+243.2% |
| Participant deferral / active EE | $9,976 | $4,282+133.0% | $3,686+170.7% | $5,609+77.9% |
| Admin fee / account holder | $15 | $10,436-99.9% | $6,521-99.8% | $10,828-99.9% |