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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,919 | $142,361-34.7% | $119,608-22.3% | $134,509-30.9% |
| Participation rate | 90.9% | 82.8%+8.1pp | 79.3%+11.6pp | 81.2%+9.7pp |
| Annual return | -11.57% | -12.46%+0.9pp | -14.98%+3.4pp | 418.13%-429.7pp |
| Employer contribution / active EE | $2,429 | $5,224-53.5% | $4,232-42.6% | $4,741-48.8% |
| Participant deferral / active EE | $6,037 | $6,468-6.7% | $5,601+7.8% | $6,400-5.7% |
| Admin fee / account holder | $299 | $13,588-97.8% | $10,326-97.1% | $11,427-97.4% |