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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,546 | $95,188+93.9% | $76,518+141.2% | $135,380+36.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -8.32% | 4.85%-13.2pp | -0.27%-8.1pp | 519.81%-528.1pp |
| Employer contribution / active EE | $1,879 | $3,303-43.1% | $2,647-29.0% | $4,779-60.7% |
| Participant deferral / active EE | $5,860 | $4,640+26.3% | $3,836+52.8% | $5,609+4.5% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |