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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,630 | $113,941+67.3% | $94,229+102.3% | $125,389+52.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.92% | 5.29%-6.2pp | 10.68%-11.6pp | 282.24%-283.2pp |
| Employer contribution / active EE | $6,064 | $4,727+28.3% | $3,587+69.1% | $4,866+24.6% |
| Participant deferral / active EE | $8,587 | $5,179+65.8% | $4,320+98.8% | $5,352+60.5% |
| Admin fee / account holder | $2 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |