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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,847 | $167,353-76.8% | $143,797-73.0% | $134,545-71.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.57% | 0.48%-1.1pp | -0.04%-0.5pp | 418.37%-418.9pp |
| Employer contribution / active EE | $2,535 | $5,620-54.9% | $4,952-48.8% | $4,742-46.5% |
| Participant deferral / active EE | $7,561 | $6,447+17.3% | $5,638+34.1% | $6,401+18.1% |
| Admin fee / account holder | $202 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |