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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,368 | $113,941+32.8% | $94,229+60.6% | $125,389+20.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.40% | 5.29%-5.7pp | 10.68%-11.1pp | 282.24%-282.6pp |
| Employer contribution / active EE | $1,921 | $4,727-59.4% | $3,587-46.4% | $4,866-60.5% |
| Participant deferral / active EE | $5,894 | $5,179+13.8% | $4,320+36.4% | $5,352+10.1% |
| Admin fee / account holder | $0 | $8,392-100.0% | $6,269-100.0% | $9,541-100.0% |