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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,299 | $167,362+48.4% | $143,799+72.7% | $134,532+84.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -14.62% | 0.47%-15.1pp | -0.04%-14.6pp | 418.27%-432.9pp |
| Employer contribution / active EE | $4,149 | $5,620-26.2% | $4,952-16.2% | $4,741-12.5% |
| Participant deferral / active EE | $10,520 | $6,447+63.2% | $5,638+86.6% | $6,401+64.3% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |