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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,714 | $167,352-21.3% | $143,788-8.4% | $134,509-2.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.66% | 0.47%-18.1pp | -0.03%-17.6pp | 418.13%-435.8pp |
| Employer contribution / active EE | $7,208 | $5,620+28.3% | $4,952+45.6% | $4,741+52.1% |
| Participant deferral / active EE | $4,100 | $6,447-36.4% | $5,638-27.3% | $6,400-35.9% |
| Admin fee / account holder | $25 | $18,091-99.9% | $14,675-99.8% | $11,427-99.8% |