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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,744 | $131,835-39.5% | $108,582-26.6% | $273,972-70.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.86% | -91.57%+96.4pp | -51.70%+56.6pp | 41.46%-36.6pp |
| Employer contribution / active EE | $14,189 | $4,913+188.8% | $3,758+277.5% | $4,869+191.4% |
| Participant deferral / active EE | $7,695 | $5,127+50.1% | $4,311+78.5% | $5,287+45.5% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |