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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,364 | $158,852-57.0% | $121,220-43.6% | $135,380-49.5% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -4.60% | -0.64%-4.0pp | 16.94%-21.5pp | 519.81%-524.4pp |
| Employer contribution / active EE | $623 | $5,666-89.0% | $4,023-84.5% | $4,779-87.0% |
| Participant deferral / active EE | $4,462 | $4,006+11.4% | $3,345+33.4% | $5,609-20.4% |
| Admin fee / account holder | $55 | $6,515-99.2% | $5,021-98.9% | $10,828-99.5% |