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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,303 | $84,518+11.6% | $67,704+39.3% | $125,389-24.8% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -1.75% | 2.57%-4.3pp | 25.41%-27.2pp | 282.24%-284.0pp |
| Employer contribution / active EE | $10,104 | $3,292+206.9% | $2,559+294.8% | $4,866+107.6% |
| Participant deferral / active EE | $11,435 | $4,430+158.1% | $3,585+219.0% | $5,352+113.7% |
| Admin fee / account holder | $98 | $5,340-98.2% | $4,255-97.7% | $9,541-99.0% |