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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,120 | $211,946-41.9% | $169,452-27.3% | $135,382-9.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.23% | 3.26%-11.5pp | 1.83%-10.1pp | 519.77%-528.0pp |
| Employer contribution / active EE | $5,401 | $5,117+5.6% | $4,157+29.9% | $4,779+13.0% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $155 | $11,472-98.7% | $9,110-98.3% | $10,829-98.6% |