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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,367 | $131,835-63.3% | $108,582-55.5% | $273,972-82.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.34% | -91.57%+96.9pp | -51.70%+57.0pp | 41.46%-36.1pp |
| Employer contribution / active EE | $2,771 | $4,913-43.6% | $3,758-26.3% | $4,869-43.1% |
| Participant deferral / active EE | $6,561 | $5,127+28.0% | $4,311+52.2% | $5,287+24.1% |
| Admin fee / account holder | $251 | $10,253-97.6% | $7,645-96.7% | $10,133-97.5% |