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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,917 | $167,353+37.4% | $143,797+59.9% | $134,545+70.9% |
| Participation rate | 77.8% | 84.8%-7.0pp | 80.3%-2.5pp | 81.2%-3.5pp |
| Annual return | -20.03% | 0.48%-20.5pp | -0.04%-20.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,178 | $5,620-61.3% | $4,952-56.0% | $4,742-54.1% |
| Participant deferral / active EE | $4,585 | $6,447-28.9% | $5,638-18.7% | $6,401-28.4% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |