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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,196 | $95,895+52.5% | $79,576+83.7% | $134,509+8.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -2.31% | -2.72%+0.4pp | 0.15%-2.5pp | 418.13%-420.4pp |
| Employer contribution / active EE | $3,037 | $3,128-2.9% | $2,413+25.9% | $4,741-35.9% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |