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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,113 | $211,946-23.0% | $169,452-3.7% | $135,380+20.5% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.30% | 3.26%-10.6pp | 1.83%-9.1pp | 519.81%-527.1pp |
| Employer contribution / active EE | $4,210 | $5,117-17.7% | $4,157+1.3% | $4,779-11.9% |
| Participant deferral / active EE | $8,191 | $6,075+34.8% | $5,277+55.2% | $5,609+46.0% |
| Admin fee / account holder | $48 | $11,472-99.6% | $9,110-99.5% | $10,828-99.6% |