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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,989 | $167,362-35.5% | $143,799-24.9% | $134,532-19.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.06% | 0.47%-17.5pp | -0.04%-17.0pp | 418.27%-435.3pp |
| Employer contribution / active EE | $4,321 | $5,620-23.1% | $4,952-12.8% | $4,741-8.9% |
| Participant deferral / active EE | $9,142 | $6,447+41.8% | $5,638+62.1% | $6,401+42.8% |
| Admin fee / account holder | $30 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |