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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,766 | $92,219+53.7% | $76,766+84.7% | $135,382+4.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -7.50% | 5.46%-13.0pp | 2.43%-9.9pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,643 | $3,216-17.8% | $2,485+6.4% | $4,779-44.7% |
| Participant deferral / active EE | $10,819 | $4,508+140.0% | $3,851+180.9% | $5,609+92.9% |
| Admin fee / account holder | $106 | $10,749-99.0% | $6,675-98.4% | $10,829-99.0% |