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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,101 | $167,533-5.0% | $151,645+4.9% | $134,545+18.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.77% | 7.81%-19.6pp | 3.34%-15.1pp | 418.37%-430.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $4,000 | $8,985-55.5% | $8,363-52.2% | $6,401-37.5% |
| Admin fee / account holder | $7 | $13,781-100.0% | $11,614-99.9% | $11,431-99.9% |