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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,279 | $127,387-71.5% | $115,038-68.5% | $125,389-71.1% |
| Participation rate | 90.0% | 84.2%+5.8pp | 81.4%+8.6pp | 83.2%+6.8pp |
| Annual return | -1.95% | 31.28%-33.2pp | 26.14%-28.1pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,900 | $5,166-63.2% | $4,608-58.8% | $4,866-61.0% |
| Participant deferral / active EE | $3,549 | $6,423-44.7% | $6,026-41.1% | $5,352-33.7% |
| Admin fee / account holder | $205 | $9,516-97.8% | $8,175-97.5% | $9,541-97.9% |