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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,153 | $167,362-40.2% | $143,799-30.4% | $134,532-25.6% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -16.73% | 0.47%-17.2pp | -0.04%-16.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $1,218 | $5,620-78.3% | $4,952-75.4% | $4,741-74.3% |
| Participant deferral / active EE | $3,285 | $6,447-49.0% | $5,638-41.7% | $6,401-48.7% |
| Admin fee / account holder | $214 | $18,094-98.8% | $14,677-98.5% | $11,429-98.1% |