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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,080 | $86,701-68.8% | $73,309-63.1% | $125,389-78.4% |
| Participation rate | 78.6% | 78.6%0pp | 74.9%+3.7pp | 83.2%-4.6pp |
| Annual return | -3.19% | 2.78%-6.0pp | 5.67%-8.9pp | 282.24%-285.4pp |
| Employer contribution / active EE | $1,910 | $4,152-54.0% | $3,237-41.0% | $4,866-60.7% |
| Participant deferral / active EE | $2,358 | $5,549-57.5% | $4,991-52.8% | $5,352-55.9% |
| Admin fee / account holder | $128 | $7,768-98.4% | $5,635-97.7% | $9,541-98.7% |