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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,763 | $92,219-65.6% | $76,768-58.6% | $135,379-76.5% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -7.67% | 5.46%-13.1pp | 2.43%-10.1pp | 519.79%-527.5pp |
| Employer contribution / active EE | $6,024 | $3,216+87.3% | $2,485+142.4% | $4,779+26.0% |
| Participant deferral / active EE | $1,703 | $4,508-62.2% | $3,852-55.8% | $5,609-69.6% |
| Admin fee / account holder | $41 | $10,749-99.6% | $6,675-99.4% | $10,828-99.6% |