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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,121 | $77,976-13.9% | $81,367-17.5% | $125,389-46.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 82.3%+17.7pp | 83.2%+16.8pp |
| Annual return | -2.22% | -2.85%+0.6pp | -0.92%-1.3pp | 282.24%-284.5pp |
| Employer contribution / active EE | $7,328 | $4,366+67.8% | $3,930+86.5% | $4,866+50.6% |
| Participant deferral / active EE | $22,000 | $5,646+289.6% | $5,383+308.7% | $5,352+311.1% |
| Admin fee / account holder | $0 | $12,476-100.0% | $8,926-100.0% | $9,541-100.0% |