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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,773 | $69,518+50.7% | $59,887+75.0% | $135,379-22.6% |
| Participation rate | 88.9% | 77.8%+11.1pp | 74.7%+14.2pp | 82.6%+6.2pp |
| Annual return | -4.13% | 7.95%-12.1pp | 3.46%-7.6pp | 519.79%-523.9pp |
| Employer contribution / active EE | $3,534 | $3,235+9.2% | $2,722+29.8% | $4,779-26.1% |
| Participant deferral / active EE | $7,941 | $4,204+88.9% | $3,402+133.4% | $5,609+41.6% |
| Admin fee / account holder | $108 | $5,734-98.1% | $3,591-97.0% | $10,828-99.0% |