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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,336 | $167,533-34.1% | $151,645-27.2% | $134,545-18.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.55% | 7.81%-24.4pp | 3.34%-19.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $9,792 | $6,828+43.4% | $6,165+58.8% | $4,742+106.5% |
| Participant deferral / active EE | $12,392 | $8,985+37.9% | $8,363+48.2% | $6,401+93.6% |
| Admin fee / account holder | $20 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |