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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,157 | $101,618-3.4% | $93,063+5.5% | $137,256-28.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 13.74% | 223.95%-210.2pp | 34.15%-20.4pp | 220.34%-206.6pp |
| Employer contribution / active EE | $5,726 | $2,707+111.5% | $2,476+131.2% | $4,156+37.8% |
| Participant deferral / active EE | $0 | $4,279-100.0% | $3,958-100.0% | $6,407-100.0% |
| Admin fee / account holder | $263 | $6,198-95.8% | $6,033-95.6% | $12,270-97.9% |