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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,044 | $131,835-46.1% | $108,582-34.6% | $273,972-74.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.23% | -91.57%+98.8pp | -51.70%+58.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $12,151 | $4,913+147.3% | $3,758+223.3% | $4,869+149.6% |
| Participant deferral / active EE | $5,324 | $5,127+3.8% | $4,311+23.5% | $5,287+0.7% |
| Admin fee / account holder | $257 | $10,253-97.5% | $7,645-96.6% | $10,133-97.5% |