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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,831 | $64,176+21.3% | $112,263-30.7% | $66,949+16.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.51% | -13.80%-3.7pp | 27.49%-45.0pp | 1.57%-19.1pp |
| Employer contribution / active EE | $9,255 | $3,007+207.8% | $3,636+154.5% | $2,545+263.6% |
| Participant deferral / active EE | $3,135 | $3,694-15.1% | $4,729-33.7% | $4,239-26.1% |
| Admin fee / account holder | $72 | $626-88.4% | $6,410-98.9% | $594-87.8% |