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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,341 | $142,409+23.8% | $119,634+47.4% | $134,545+31.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.40% | -12.46%-3.9pp | -14.98%-1.4pp | 418.37%-434.8pp |
| Employer contribution / active EE | $23,872 | $5,224+356.9% | $4,232+464.0% | $4,742+403.5% |
| Participant deferral / active EE | $18,228 | $6,468+181.8% | $5,601+225.4% | $6,401+184.8% |
| Admin fee / account holder | $42 | $13,594-99.7% | $10,329-99.6% | $11,431-99.6% |