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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,770 | $92,219-71.0% | $76,767-65.1% | $135,380-80.2% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -7.85% | 5.46%-13.3pp | 2.43%-10.3pp | 519.81%-527.7pp |
| Employer contribution / active EE | $1,814 | $3,216-43.6% | $2,485-27.0% | $4,779-62.0% |
| Participant deferral / active EE | $4,592 | $4,508+1.9% | $3,852+19.2% | $5,609-18.1% |
| Admin fee / account holder | $284 | $10,749-97.4% | $6,675-95.7% | $10,828-97.4% |