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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,346 | $140,578-80.5% | $100,671-72.8% | $125,389-78.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | -0.15% | 24.67%-24.8pp | 20.43%-20.6pp | 282.24%-282.4pp |
| Employer contribution / active EE | $7,911 | $5,965+32.6% | $4,012+97.2% | $4,866+62.6% |
| Participant deferral / active EE | $3,600 | $3,981-9.6% | $3,144+14.5% | $5,352-32.7% |
| Admin fee / account holder | $54 | $6,716-99.2% | $4,850-98.9% | $9,541-99.4% |