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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,293 | $142,358+16.1% | $119,615+38.2% | $134,493+22.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -13.54% | -12.46%-1.1pp | -14.98%+1.4pp | 418.01%-431.6pp |
| Employer contribution / active EE | $11,150 | $5,223+113.5% | $4,232+163.5% | $4,740+135.2% |
| Participant deferral / active EE | $14,788 | $6,470+128.6% | $5,602+164.0% | $6,400+131.1% |
| Admin fee / account holder | $0 | $13,585-100.0% | $10,324-100.0% | $11,425-100.0% |