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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,542 | $167,522-54.3% | $151,639-49.5% | $134,532-43.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.62% | 7.81%-27.4pp | 3.34%-23.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,916 | $6,828-42.6% | $6,165-36.5% | $4,741-17.4% |
| Participant deferral / active EE | $11,710 | $8,986+30.3% | $8,363+40.0% | $6,401+82.9% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |