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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,256 | $74,188+101.2% | $115,756+28.9% | $64,819+130.3% |
| Participation rate | 99.3% | 76.2%+23.1pp | 77.1%+22.2pp | 71.5%+27.8pp |
| Annual return | -13.51% | -11.81%-1.7pp | 143.14%-156.7pp | 32.84%-46.4pp |
| Employer contribution / active EE | $2,249 | $3,365-33.2% | $3,793-40.7% | $2,507-10.3% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $6,254-100.0% | $4,311-100.0% |
| Admin fee / account holder | $58 | $148-61.2% | $8,124-99.3% | $188-69.3% |