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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,132 | $131,835-71.1% | $108,582-64.9% | $273,972-86.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.03% | -91.57%+98.6pp | -51.70%+58.7pp | 41.46%-34.4pp |
| Employer contribution / active EE | $18,691 | $4,913+280.5% | $3,758+397.3% | $4,869+283.9% |
| Participant deferral / active EE | $11,111 | $5,127+116.7% | $4,311+157.7% | $5,287+110.2% |
| Admin fee / account holder | $234 | $10,253-97.7% | $7,645-96.9% | $10,133-97.7% |