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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,924 | $127,096+28.2% | $105,736+54.1% | $135,380+20.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.21% | 4.49%-11.7pp | 6.27%-13.5pp | 519.81%-527.0pp |
| Employer contribution / active EE | $4,584 | $4,107+11.6% | $3,268+40.2% | $4,779-4.1% |
| Participant deferral / active EE | $1,783 | $5,064-64.8% | $4,080-56.3% | $5,609-68.2% |
| Admin fee / account holder | $54 | $9,087-99.4% | $6,913-99.2% | $10,828-99.5% |