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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,637 | $167,352-7.0% | $143,788+8.2% | $134,509+15.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.29% | 0.47%-18.8pp | -0.03%-18.3pp | 418.13%-436.4pp |
| Employer contribution / active EE | $7,831 | $5,620+39.3% | $4,952+58.1% | $4,741+65.2% |
| Participant deferral / active EE | $8,175 | $6,447+26.8% | $5,638+45.0% | $6,400+27.7% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |