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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,014 | $131,835-72.7% | $108,582-66.8% | $273,970-86.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 12.30% | -91.57%+103.9pp | -51.70%+64.0pp | 41.46%-29.2pp |
| Employer contribution / active EE | $3,014 | $4,913-38.7% | $3,758-19.8% | $4,869-38.1% |
| Participant deferral / active EE | $7,854 | $5,127+53.2% | $4,311+82.2% | $5,287+48.6% |
| Admin fee / account holder | $157 | $10,253-98.5% | $7,645-97.9% | $10,132-98.4% |