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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,482 | $131,835-51.8% | $108,582-41.5% | $273,972-76.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.57% | -91.57%+100.1pp | -51.70%+60.3pp | 41.46%-32.9pp |
| Employer contribution / active EE | $6,286 | $4,913+28.0% | $3,758+67.3% | $4,869+29.1% |
| Participant deferral / active EE | $11,494 | $5,127+124.2% | $4,311+166.6% | $5,287+117.4% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |