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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,508 | $87,542-36.6% | $75,782-26.8% | $125,393-55.7% |
| Participation rate | 91.7% | 80.2%+11.5pp | 75.8%+15.8pp | 83.2%+8.5pp |
| Annual return | -1.91% | 13.48%-15.4pp | 9.68%-11.6pp | 282.23%-284.1pp |
| Employer contribution / active EE | $5,445 | $3,930+38.6% | $3,323+63.8% | $4,866+11.9% |
| Participant deferral / active EE | $6,618 | $4,229+56.5% | $3,652+81.2% | $5,351+23.7% |
| Admin fee / account holder | $0 | $6,502-100.0% | $5,300-100.0% | $9,541-100.0% |