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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,799 | $73,848+63.6% | $143,799-16.0% | $68,486+76.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.58% | 0.91%-17.5pp | -0.04%-16.5pp | -7.85%-8.7pp |
| Employer contribution / active EE | $16,534 | $3,184+419.2% | $4,952+233.9% | $2,597+536.8% |
| Participant deferral / active EE | $2,105 | $3,385-37.8% | $5,638-62.7% | $4,028-47.7% |
| Admin fee / account holder | $49 | $5,755-99.1% | $14,677-99.7% | $5,404-99.1% |