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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,566 | $64,719+24.5% | $112,249-28.2% | $68,486+17.6% |
| Participation rate | 87.1% | 67.2%+20.0pp | 75.1%+12.1pp | 67.9%+19.2pp |
| Annual return | -6.36% | -11.40%+5.0pp | 27.48%-33.8pp | -7.85%+1.5pp |
| Employer contribution / active EE | $16,834 | $2,747+512.9% | $3,636+363.0% | $2,597+548.3% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,412-100.0% | $5,404-100.0% |