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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,052 | $140,592-60.1% | $123,105-54.5% | $125,389-55.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.10% | 16.80%-17.9pp | 13.22%-14.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $9,448 | $6,041+56.4% | $5,151+83.4% | $4,866+94.2% |
| Participant deferral / active EE | $4,798 | $6,980-31.3% | $6,229-23.0% | $5,352-10.4% |
| Admin fee / account holder | $12 | $11,198-99.9% | $9,014-99.9% | $9,541-99.9% |