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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,673 | $142,358-30.7% | $119,615-17.5% | $134,493-26.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 3.82% | -12.46%+16.3pp | -14.98%+18.8pp | 418.01%-414.2pp |
| Employer contribution / active EE | $6,114 | $5,223+17.1% | $4,232+44.5% | $4,740+29.0% |
| Participant deferral / active EE | $0 | $6,470-100.0% | $5,602-100.0% | $6,400-100.0% |
| Admin fee / account holder | $130 | $13,585-99.0% | $10,324-98.7% | $11,425-98.9% |