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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,918 | $211,946+7.5% | $169,452+34.5% | $135,380+68.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.56% | 3.26%-9.8pp | 1.83%-8.4pp | 519.81%-526.4pp |
| Employer contribution / active EE | $4,859 | $5,117-5.0% | $4,157+16.9% | $4,779+1.7% |
| Participant deferral / active EE | $16,040 | $6,075+164.0% | $5,277+204.0% | $5,609+186.0% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |