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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,214 | $46,697+268.8% | $117,533+46.5% | $68,486+151.5% |
| Participation rate | 87.5% | 56.8%+30.7pp | 70.6%+16.9pp | 67.9%+19.6pp |
| Annual return | -18.07% | -14.52%-3.6pp | 29.77%-47.8pp | -7.85%-10.2pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,785 | $2,637+157.3% | $4,072+66.6% | $4,028+68.5% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,647-100.0% | $5,404-100.0% |