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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,240 | $167,352-43.1% | $143,788-33.8% | $134,509-29.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.09% | 0.47%-16.6pp | -0.03%-16.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $8,924 | $5,620+58.8% | $4,952+80.2% | $4,741+88.3% |
| Participant deferral / active EE | $6,038 | $6,447-6.3% | $5,638+7.1% | $6,400-5.7% |
| Admin fee / account holder | $24 | $18,091-99.9% | $14,675-99.8% | $11,427-99.8% |