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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,617 | $100,805+3.8% | $86,698+20.7% | $134,532-22.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.52% | 29.09%-47.6pp | 35.95%-54.5pp | 418.27%-436.8pp |
| Employer contribution / active EE | $3,728 | $3,490+6.8% | $2,837+31.4% | $4,741-21.4% |
| Participant deferral / active EE | $4,694 | $5,339-12.1% | $4,656+0.8% | $6,401-26.7% |
| Admin fee / account holder | $8 | $10,925-99.9% | $7,493-99.9% | $11,429-99.9% |