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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,995 | $133,981+6.0% | $112,249+26.5% | $134,532+5.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.35% | 47.16%-64.5pp | 27.48%-44.8pp | 418.27%-435.6pp |
| Employer contribution / active EE | $3,395 | $4,040-16.0% | $3,636-6.6% | $4,741-28.4% |
| Participant deferral / active EE | $11,269 | $5,292+112.9% | $4,729+138.3% | $6,401+76.1% |
| Admin fee / account holder | $45 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |