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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,689 | $131,835-78.2% | $108,582-73.6% | $273,972-89.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.91% | -91.57%+100.5pp | -51.70%+60.6pp | 41.46%-32.5pp |
| Employer contribution / active EE | $2,412 | $4,913-50.9% | $3,758-35.8% | $4,869-50.5% |
| Participant deferral / active EE | $6,714 | $5,127+30.9% | $4,311+55.7% | $5,287+27.0% |
| Admin fee / account holder | $33 | $10,253-99.7% | $7,645-99.6% | $10,133-99.7% |