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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,556 | $87,546-59.4% | $75,784-53.1% | $125,389-71.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -3.17% | 13.49%-16.7pp | 9.68%-12.8pp | 282.24%-285.4pp |
| Employer contribution / active EE | $4,111 | $3,930+4.6% | $3,323+23.7% | $4,866-15.5% |
| Participant deferral / active EE | $10,482 | $4,230+147.8% | $3,652+187.0% | $5,352+95.9% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |