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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,641 | $167,533-11.9% | $151,645-2.6% | $134,545+9.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.22% | 7.81%-22.0pp | 3.34%-17.6pp | 418.37%-432.6pp |
| Employer contribution / active EE | $14,576 | $6,828+113.5% | $6,165+136.4% | $4,742+207.4% |
| Participant deferral / active EE | $10,568 | $8,985+17.6% | $8,363+26.4% | $6,401+65.1% |
| Admin fee / account holder | $182 | $13,781-98.7% | $11,614-98.4% | $11,431-98.4% |