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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,666 | $158,827-45.4% | $121,208-28.5% | $135,382-36.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.59% | -0.64%-7.0pp | 16.93%-24.5pp | 519.77%-527.4pp |
| Employer contribution / active EE | $12,037 | $5,666+112.5% | $4,023+199.2% | $4,779+151.9% |
| Participant deferral / active EE | $8,382 | $4,006+109.3% | $3,345+150.6% | $5,609+49.4% |
| Admin fee / account holder | $55 | $6,514-99.2% | $5,020-98.9% | $10,829-99.5% |