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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,276 | $105,861+58.0% | $90,756+84.3% | $134,509+24.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 0.66% | -10.99%+11.7pp | -12.16%+12.8pp | 418.13%-417.5pp |
| Employer contribution / active EE | $10,000 | $3,463+188.7% | $2,922+242.3% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,427-100.0% |