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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,208 | $167,353-74.8% | $143,797-70.6% | $134,545-68.6% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -12.87% | 0.48%-13.3pp | -0.04%-12.8pp | 418.37%-431.2pp |
| Employer contribution / active EE | $7,073 | $5,620+25.8% | $4,952+42.8% | $4,742+49.2% |
| Participant deferral / active EE | $10,053 | $6,447+55.9% | $5,638+78.3% | $6,401+57.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |