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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,274 | $167,353-35.9% | $143,797-25.4% | $134,545-20.3% |
| Participation rate | 86.7% | 84.8%+1.8pp | 80.3%+6.3pp | 81.2%+5.4pp |
| Annual return | -13.37% | 0.48%-13.9pp | -0.04%-13.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $2,356 | $5,620-58.1% | $4,952-52.4% | $4,742-50.3% |
| Participant deferral / active EE | $5,038 | $6,447-21.9% | $5,638-10.6% | $6,401-21.3% |
| Admin fee / account holder | $202 | $18,096-98.9% | $14,679-98.6% | $11,431-98.2% |