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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,657 | $112,300-50.4% | $90,223-38.3% | $125,389-55.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 79.0%+21.0pp | 83.2%+16.8pp |
| Annual return | -0.15% | -0.57%+0.4pp | 1.31%-1.5pp | 282.24%-282.4pp |
| Employer contribution / active EE | $9,336 | $5,181+80.2% | $4,378+113.2% | $4,866+91.9% |
| Participant deferral / active EE | $2,490 | $6,733-63.0% | $5,792-57.0% | $5,352-53.5% |
| Admin fee / account holder | $0 | $10,990-100.0% | $7,406-100.0% | $9,541-100.0% |