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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,087 | $92,219+11.8% | $76,768+34.3% | $135,379-23.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -8.71% | 5.46%-14.2pp | 2.43%-11.1pp | 519.79%-528.5pp |
| Employer contribution / active EE | $796 | $3,216-75.2% | $2,485-68.0% | $4,779-83.3% |
| Participant deferral / active EE | $7,435 | $4,508+64.9% | $3,852+93.0% | $5,609+32.6% |
| Admin fee / account holder | $43 | $10,749-99.6% | $6,675-99.4% | $10,828-99.6% |