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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,517 | $127,386-72.1% | $115,037-69.1% | $125,388-71.7% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.03% | 31.28%-33.3pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $6,032 | $5,166+16.8% | $4,608+30.9% | $4,866+24.0% |
| Participant deferral / active EE | $2,445 | $6,423-61.9% | $6,026-59.4% | $5,352-54.3% |
| Admin fee / account holder | $181 | $9,516-98.1% | $8,175-97.8% | $9,541-98.1% |