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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,880 | $99,032+31.1% | $80,022+62.3% | $135,380-4.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.86% | 15.39%-20.2pp | 11.22%-16.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,300 | $3,043-57.3% | $2,468-47.3% | $4,779-72.8% |
| Participant deferral / active EE | $14,333 | $4,282+234.7% | $3,686+288.9% | $5,609+155.5% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |