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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,521 | $100,811-29.1% | $86,698-17.5% | $134,545-46.8% |
| Participation rate | 87.5% | 79.0%+8.5pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -19.40% | 29.11%-48.5pp | 35.96%-55.4pp | 418.37%-437.8pp |
| Employer contribution / active EE | $3,499 | $3,490+0.2% | $2,837+23.3% | $4,742-26.2% |
| Participant deferral / active EE | $4,839 | $5,339-9.4% | $4,656+3.9% | $6,401-24.4% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |