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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,490 | $140,592-25.0% | $123,106-14.3% | $125,388-15.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.09% | 16.80%-17.9pp | 13.22%-14.3pp | 282.24%-283.3pp |
| Employer contribution / active EE | $11,877 | $6,041+96.6% | $5,151+130.6% | $4,866+144.1% |
| Participant deferral / active EE | $4,383 | $6,980-37.2% | $6,229-29.6% | $5,352-18.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |