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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,018 | $211,946-29.7% | $169,452-12.1% | $135,380+10.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.48% | 3.26%-11.7pp | 1.83%-10.3pp | 519.81%-528.3pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,950 | $6,075-35.0% | $5,277-25.2% | $5,609-29.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |