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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,223 | $92,219+41.2% | $76,766+69.6% | $135,382-3.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.41% | 5.46%-12.9pp | 2.43%-9.8pp | 519.77%-527.2pp |
| Employer contribution / active EE | $13,638 | $3,216+324.1% | $2,485+448.8% | $4,779+185.4% |
| Participant deferral / active EE | $13,029 | $4,508+189.0% | $3,851+238.3% | $5,609+132.3% |
| Admin fee / account holder | $298 | $10,749-97.2% | $6,675-95.5% | $10,829-97.3% |