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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,435 | $82,678-6.3% | $125,391-38.2% | $68,490+13.1% |
| Participation rate | 84.8% | 75.1%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -13.80% | -5.97%-7.8pp | 572.41%-586.2pp | -7.85%-5.9pp |
| Employer contribution / active EE | $3,733 | $3,382+10.4% | $4,816-22.5% | $2,597+43.8% |
| Participant deferral / active EE | $6,422 | $6,111+5.1% | $7,448-13.8% | $4,028+59.5% |
| Admin fee / account holder | $57 | $6,277-99.1% | $10,009-99.4% | $5,403-98.9% |