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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,524 | $105,867+99.8% | $90,760+133.1% | $134,532+57.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -12.34% | -10.99%-1.4pp | -12.16%-0.2pp | 418.27%-430.6pp |
| Employer contribution / active EE | $2,433 | $3,464-29.7% | $2,922-16.7% | $4,741-48.7% |
| Participant deferral / active EE | $8,875 | $5,217+70.1% | $4,565+94.4% | $6,401+38.6% |
| Admin fee / account holder | $0 | $13,936-100.0% | $8,444-100.0% | $11,429-100.0% |