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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,410 | $167,353+3.6% | $143,797+20.6% | $134,545+28.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.83% | 0.48%-16.3pp | -0.04%-15.8pp | 418.37%-434.2pp |
| Employer contribution / active EE | $2,299 | $5,620-59.1% | $4,952-53.6% | $4,742-51.5% |
| Participant deferral / active EE | $12,226 | $6,447+89.6% | $5,638+116.8% | $6,401+91.0% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |