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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,293 | $37,463+7.6% | $77,096-47.7% | $66,938-39.8% |
| Participation rate | 95.2% | 52.9%+42.2pp | 67.9%+27.2pp | 69.8%+25.3pp |
| Annual return | 0.00% | -3.25%+3.2pp | 42.35%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $8,485 | $1,535+452.8% | $2,814+201.5% | $2,545+233.4% |
| Participant deferral / active EE | $0 | $2,621-100.0% | $4,429-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $568-100.0% | $5,428-100.0% | $594-100.0% |