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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,603 | $46,697+196.8% | $117,533+17.9% | $68,486+102.4% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -17.63% | -14.52%-3.1pp | 29.77%-47.4pp | -7.85%-9.8pp |
| Employer contribution / active EE | $5,749 | $1,506+281.9% | $4,179+37.6% | $2,597+121.4% |
| Participant deferral / active EE | $13,744 | $2,637+421.1% | $4,072+237.5% | $4,028+241.3% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |