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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,716 | $91,911+86.8% | $68,612+150.3% | $135,380+26.8% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | -4.76% | -8.22%+3.5pp | -4.63%-0.1pp | 519.81%-524.6pp |
| Employer contribution / active EE | $1,374 | $3,924-65.0% | $2,625-47.7% | $4,779-71.2% |
| Participant deferral / active EE | $4,596 | $4,315+6.5% | $3,311+38.8% | $5,609-18.1% |
| Admin fee / account holder | $9 | $9,240-99.9% | $5,131-99.8% | $10,828-99.9% |