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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,803 | $64,719-6.1% | $112,249-45.8% | $68,486-11.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -11.81% | -11.40%-0.4pp | 27.48%-39.3pp | -7.85%-4.0pp |
| Employer contribution / active EE | $6,872 | $2,747+150.2% | $3,636+89.0% | $2,597+164.6% |
| Participant deferral / active EE | $5,588 | $3,565+56.7% | $4,729+18.2% | $4,028+38.7% |
| Admin fee / account holder | $277 | $5,232-94.7% | $6,412-95.7% | $5,404-94.9% |