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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,787 | $133,998+1.3% | $112,263+21.0% | $134,545+0.9% |
| Participation rate | 90.9% | 78.6%+12.4pp | 75.1%+15.8pp | 81.2%+9.7pp |
| Annual return | -15.40% | 47.17%-62.6pp | 27.49%-42.9pp | 418.37%-433.8pp |
| Employer contribution / active EE | $3,388 | $4,040-16.1% | $3,636-6.8% | $4,742-28.5% |
| Participant deferral / active EE | $7,758 | $5,292+46.6% | $4,729+64.0% | $6,401+21.2% |
| Admin fee / account holder | $87 | $7,493-98.8% | $6,410-98.6% | $11,431-99.2% |