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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,796 | $83,908-45.4% | $68,509-33.2% | $125,389-63.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.52% | 14.48%-15.0pp | 8.27%-8.8pp | 282.24%-282.8pp |
| Employer contribution / active EE | $6,129 | $3,031+102.2% | $2,278+169.1% | $4,866+26.0% |
| Participant deferral / active EE | $4,796 | $4,125+16.3% | $3,382+41.8% | $5,352-10.4% |
| Admin fee / account holder | $49 | $8,982-99.5% | $5,275-99.1% | $9,541-99.5% |