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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,318 | $76,912+47.3% | $129,110-12.2% | $68,495+65.4% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -2.64% | -9.78%+7.1pp | -10.94%+8.3pp | -7.84%+5.2pp |
| Employer contribution / active EE | $7,143 | $3,243+120.3% | $5,052+41.4% | $2,596+175.1% |
| Participant deferral / active EE | $0 | $4,732-100.0% | $6,542-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,638-100.0% | $14,302-100.0% | $5,403-100.0% |