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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,442 | $92,219-47.5% | $76,767-36.9% | $135,380-64.2% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.77% | 5.46%-10.2pp | 2.43%-7.2pp | 519.81%-524.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,357 | $4,508-3.4% | $3,852+13.1% | $5,609-22.3% |
| Admin fee / account holder | $4 | $10,749-100.0% | $6,675-99.9% | $10,828-100.0% |