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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,658 | $45,872-33.2% | $77,100-60.2% | $68,490-55.2% |
| Participation rate | 89.6% | 55.9%+33.7pp | 67.9%+21.7pp | 67.9%+21.7pp |
| Annual return | -16.52% | 1.73%-18.2pp | 42.35%-58.9pp | -7.85%-8.7pp |
| Employer contribution / active EE | $4,564 | $1,650+176.7% | $2,815+62.1% | $2,597+75.8% |
| Participant deferral / active EE | $0 | $2,963-100.0% | $4,430-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,041-100.0% | $5,443-100.0% | $5,403-100.0% |