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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,837 | $71,872+19.4% | $86,691-1.0% | $68,495+25.3% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -2.59% | 3.53%-6.1pp | 35.94%-38.5pp | -7.84%+5.2pp |
| Employer contribution / active EE | $6,793 | $2,173+212.6% | $2,837+139.5% | $2,596+161.6% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,112-100.0% | $7,492-100.0% | $5,403-100.0% |