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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,166 | $92,219+101.9% | $76,768+142.5% | $135,379+37.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.47% | 5.46%-10.9pp | 2.43%-7.9pp | 519.79%-525.3pp |
| Employer contribution / active EE | $5,706 | $3,216+77.4% | $2,485+129.6% | $4,779+19.4% |
| Participant deferral / active EE | $5,263 | $4,508+16.7% | $3,852+36.7% | $5,609-6.2% |
| Admin fee / account holder | $2 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |