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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,688 | $167,352-4.0% | $143,788+11.8% | $134,509+19.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.38% | 0.47%-16.9pp | -0.03%-16.3pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,564 | $5,620-72.2% | $4,952-68.4% | $4,741-67.0% |
| Participant deferral / active EE | $4,980 | $6,447-22.8% | $5,638-11.7% | $6,400-22.2% |
| Admin fee / account holder | $218 | $18,091-98.8% | $14,675-98.5% | $11,427-98.1% |