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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,671 | $95,188+33.1% | $76,518+65.5% | $135,380-6.4% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -7.53% | 4.85%-12.4pp | -0.27%-7.3pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,964 | $3,303-40.5% | $2,647-25.8% | $4,779-58.9% |
| Participant deferral / active EE | $6,441 | $4,640+38.8% | $3,836+67.9% | $5,609+14.8% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |