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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,362 | $69,518+5.5% | $59,887+22.5% | $135,379-45.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.44% | 7.95%-13.4pp | 3.46%-8.9pp | 519.79%-525.2pp |
| Employer contribution / active EE | $3,654 | $3,235+13.0% | $2,722+34.2% | $4,779-23.5% |
| Participant deferral / active EE | $9,000 | $4,204+114.1% | $3,402+164.5% | $5,609+60.5% |
| Admin fee / account holder | $22 | $5,734-99.6% | $3,591-99.4% | $10,828-99.8% |