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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,542 | $95,915+118.5% | $79,580+163.3% | $134,532+55.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.95% | -2.71%-14.2pp | 0.15%-17.1pp | 418.27%-435.2pp |
| Employer contribution / active EE | $8,138 | $3,129+160.1% | $2,413+237.2% | $4,741+71.6% |
| Participant deferral / active EE | $10,620 | $4,693+126.3% | $3,985+166.5% | $6,401+65.9% |
| Admin fee / account holder | $298 | $9,132-96.7% | $6,835-95.6% | $11,429-97.4% |