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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,151 | $127,386-37.9% | $115,037-31.2% | $125,388-36.9% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.30% | 31.28%-32.6pp | 26.14%-27.4pp | 282.24%-283.5pp |
| Employer contribution / active EE | $5,458 | $5,166+5.6% | $4,608+18.4% | $4,866+12.2% |
| Participant deferral / active EE | $5,338 | $6,423-16.9% | $6,026-11.4% | $5,352-0.2% |
| Admin fee / account holder | $161 | $9,516-98.3% | $8,175-98.0% | $9,541-98.3% |