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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,079 | $95,188+18.8% | $76,518+47.8% | $135,380-16.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -7.01% | 4.85%-11.9pp | -0.27%-6.7pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,950 | $3,303-10.7% | $2,647+11.4% | $4,779-38.3% |
| Participant deferral / active EE | $4,075 | $4,640-12.2% | $3,836+6.2% | $5,609-27.3% |
| Admin fee / account holder | $30 | $6,249-99.5% | $4,849-99.4% | $10,828-99.7% |