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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,996 | $86,701+38.4% | $73,309+63.7% | $125,389-4.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -1.74% | 2.78%-4.5pp | 5.67%-7.4pp | 282.24%-284.0pp |
| Employer contribution / active EE | $7,383 | $4,152+77.8% | $3,237+128.1% | $4,866+51.7% |
| Participant deferral / active EE | $2,100 | $5,549-62.2% | $4,991-57.9% | $5,352-60.8% |
| Admin fee / account holder | $119 | $7,768-98.5% | $5,635-97.9% | $9,541-98.8% |