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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,169 | $83,908-56.9% | $68,509-47.2% | $125,393-71.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 74.7%+25.3pp | 83.2%+16.8pp |
| Annual return | -0.33% | 14.48%-14.8pp | 8.27%-8.6pp | 282.23%-282.6pp |
| Employer contribution / active EE | $3,188 | $3,031+5.2% | $2,278+39.9% | $4,866-34.5% |
| Participant deferral / active EE | $6,510 | $4,125+57.8% | $3,382+92.5% | $5,351+21.6% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |