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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,000 | $211,946-1.9% | $169,452+22.7% | $135,380+53.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.39% | 3.26%-11.7pp | 1.83%-10.2pp | 519.81%-528.2pp |
| Employer contribution / active EE | $4,444 | $5,117-13.1% | $4,157+6.9% | $4,779-7.0% |
| Participant deferral / active EE | $13,636 | $6,075+124.5% | $5,277+158.4% | $5,609+143.1% |
| Admin fee / account holder | $53 | $11,472-99.5% | $9,110-99.4% | $10,828-99.5% |