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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,358 | $64,311+59.2% | $57,356+78.5% | $125,389-18.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.25% | 25.14%-27.4pp | 24.41%-26.7pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,922 | $3,193-8.5% | $2,689+8.7% | $4,866-40.0% |
| Participant deferral / active EE | $4,913 | $3,846+27.7% | $3,162+55.4% | $5,352-8.2% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |