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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,890 | $97,020+75.1% | $83,322+103.9% | $135,379+25.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.48% | 12.31%-21.8pp | 10.64%-20.1pp | 519.79%-529.3pp |
| Employer contribution / active EE | $2,833 | $4,144-31.6% | $3,379-16.2% | $4,779-40.7% |
| Participant deferral / active EE | $12,513 | $5,964+109.8% | $5,565+124.8% | $5,609+123.1% |
| Admin fee / account holder | $5 | $8,426-99.9% | $7,540-99.9% | $10,828-100.0% |