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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,896 | $167,504-24.2% | $151,628-16.3% | $134,509-5.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.21% | 7.81%-28.0pp | 3.34%-23.6pp | 418.13%-438.3pp |
| Employer contribution / active EE | $6,587 | $6,828-3.5% | $6,165+6.8% | $4,741+39.0% |
| Participant deferral / active EE | $20,500 | $8,985+128.2% | $8,363+145.1% | $6,400+220.3% |
| Admin fee / account holder | $206 | $13,779-98.5% | $11,613-98.2% | $11,427-98.2% |