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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,773 | $167,362-24.3% | $143,799-11.8% | $134,532-5.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.34% | 0.47%-13.8pp | -0.04%-13.3pp | 418.27%-431.6pp |
| Employer contribution / active EE | $5,385 | $5,620-4.2% | $4,952+8.7% | $4,741+13.6% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,401+321.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |