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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,771 | $127,387-60.9% | $115,038-56.7% | $125,389-60.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.91% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $861 | $5,166-83.3% | $4,608-81.3% | $4,866-82.3% |
| Participant deferral / active EE | $10,449 | $6,423+62.7% | $6,026+73.4% | $5,352+95.3% |
| Admin fee / account holder | $143 | $9,516-98.5% | $8,175-98.3% | $9,541-98.5% |