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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,636 | $97,020-20.0% | $83,327-6.8% | $135,380-42.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.45% | 12.31%-20.8pp | 10.64%-19.1pp | 519.81%-528.3pp |
| Employer contribution / active EE | $8,592 | $4,144+107.4% | $3,379+154.3% | $4,779+79.8% |
| Participant deferral / active EE | $5,327 | $5,964-10.7% | $5,565-4.3% | $5,609-5.0% |
| Admin fee / account holder | $20 | $8,426-99.8% | $7,540-99.7% | $10,828-99.8% |