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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,759 | $95,188+44.7% | $76,518+80.0% | $135,379+1.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -9.35% | 4.85%-14.2pp | -0.27%-9.1pp | 519.79%-529.1pp |
| Employer contribution / active EE | $11,264 | $3,303+241.1% | $2,647+325.5% | $4,779+135.7% |
| Participant deferral / active EE | $10,988 | $4,640+136.8% | $3,836+186.5% | $5,609+95.9% |
| Admin fee / account holder | $98 | $6,249-98.4% | $4,849-98.0% | $10,828-99.1% |