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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,733 | $167,504-42.3% | $151,628-36.2% | $134,509-28.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.04% | 7.81%-26.8pp | 3.34%-22.4pp | 418.13%-437.2pp |
| Employer contribution / active EE | $3,073 | $6,828-55.0% | $6,165-50.1% | $4,741-35.2% |
| Participant deferral / active EE | $5,516 | $8,985-38.6% | $8,363-34.0% | $6,400-13.8% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |