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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,069 | $127,386-73.3% | $115,037-70.4% | $125,388-72.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -2.09% | 31.28%-33.4pp | 26.14%-28.2pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,859 | $5,166-64.0% | $4,608-59.7% | $4,866-61.8% |
| Participant deferral / active EE | $3,060 | $6,423-52.4% | $6,026-49.2% | $5,352-42.8% |
| Admin fee / account holder | $217 | $9,516-97.7% | $8,175-97.3% | $9,541-97.7% |