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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,570 | $92,219-51.7% | $76,767-41.9% | $135,380-67.1% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -8.31% | 5.46%-13.8pp | 2.43%-10.7pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,118 | $3,216-34.1% | $2,485-14.8% | $4,779-55.7% |
| Participant deferral / active EE | $5,303 | $4,508+17.6% | $3,852+37.7% | $5,609-5.4% |
| Admin fee / account holder | $92 | $10,749-99.1% | $6,675-98.6% | $10,828-99.1% |