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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,002 | $211,946-61.8% | $169,452-52.2% | $135,382-40.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.10% | 3.26%-8.4pp | 1.83%-6.9pp | 519.77%-524.9pp |
| Employer contribution / active EE | $5,706 | $5,117+11.5% | $4,157+37.3% | $4,779+19.4% |
| Participant deferral / active EE | $8,053 | $6,075+32.5% | $5,277+52.6% | $5,609+43.6% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,829-100.0% |