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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,829 | $167,504+3.2% | $151,628+14.0% | $134,509+28.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.33% | 7.81%-27.1pp | 3.34%-22.7pp | 418.13%-437.5pp |
| Employer contribution / active EE | $2,468 | $6,828-63.9% | $6,165-60.0% | $4,741-47.9% |
| Participant deferral / active EE | $18,846 | $8,985+109.8% | $8,363+125.4% | $6,400+194.4% |
| Admin fee / account holder | $20 | $13,779-99.9% | $11,613-99.8% | $11,427-99.8% |