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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,266 | $152,542-8.0% | $117,498+19.4% | $134,509+4.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.75% | 53.02%-63.8pp | 29.75%-40.5pp | 418.13%-428.9pp |
| Employer contribution / active EE | $684 | $5,574-87.7% | $4,178-83.6% | $4,741-85.6% |
| Participant deferral / active EE | $4,455 | $4,819-7.6% | $4,071+9.4% | $6,400-30.4% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |