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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,243 | $167,522-29.4% | $151,639-22.0% | $134,532-12.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.66% | 7.81%-26.5pp | 3.34%-22.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $13,774 | $6,828+101.7% | $6,165+123.4% | $4,741+190.5% |
| Participant deferral / active EE | $11,000 | $8,986+22.4% | $8,363+31.5% | $6,401+71.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |