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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,361 | $131,835+1.9% | $108,582+23.7% | $273,972-51.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.59% | -91.57%+100.2pp | -51.70%+60.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,968 | $4,913+21.5% | $3,758+58.8% | $4,869+22.6% |
| Participant deferral / active EE | $10,804 | $5,127+110.7% | $4,311+150.6% | $5,287+104.3% |
| Admin fee / account holder | $59 | $10,253-99.4% | $7,645-99.2% | $10,133-99.4% |