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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,865 | $107,809-78.8% | $90,657-74.8% | $135,380-83.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.86% | -0.90%-8.0pp | 1.89%-10.7pp | 519.81%-528.7pp |
| Employer contribution / active EE | $3,101 | $3,018+2.7% | $2,532+22.5% | $4,779-35.1% |
| Participant deferral / active EE | $4,573 | $3,872+18.1% | $3,424+33.5% | $5,609-18.5% |
| Admin fee / account holder | $130 | $5,931-97.8% | $4,994-97.4% | $10,828-98.8% |