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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,986 | $142,361+17.3% | $119,608+39.6% | $134,509+24.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | -12.46%-4.6pp | -14.98%-2.1pp | 418.13%-435.2pp |
| Employer contribution / active EE | $7,325 | $5,224+40.2% | $4,232+73.1% | $4,741+54.5% |
| Participant deferral / active EE | $10,437 | $6,468+61.4% | $5,601+86.3% | $6,400+63.1% |
| Admin fee / account holder | $50 | $13,588-99.6% | $10,326-99.5% | $11,427-99.6% |