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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,538 | $87,542+18.3% | $75,782+36.6% | $125,393-17.4% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.61% | 13.48%-16.1pp | 9.68%-12.3pp | 282.23%-284.8pp |
| Employer contribution / active EE | $583 | $3,930-85.2% | $3,323-82.4% | $4,866-88.0% |
| Participant deferral / active EE | $3,296 | $4,229-22.1% | $3,652-9.7% | $5,351-38.4% |
| Admin fee / account holder | $43 | $6,502-99.3% | $5,300-99.2% | $9,541-99.5% |