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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,805 | $131,835-16.0% | $108,582+2.0% | $273,970-59.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.77% | -91.57%+102.3pp | -51.70%+62.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $14,167 | $4,913+188.4% | $3,758+276.9% | $4,869+191.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,132-100.0% |