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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,428 | $69,518-36.1% | $59,883-25.8% | $135,382-67.2% |
| Participation rate | 92.3% | 77.8%+14.5pp | 74.7%+17.6pp | 82.6%+9.7pp |
| Annual return | -7.81% | 7.95%-15.8pp | 3.46%-11.3pp | 519.77%-527.6pp |
| Employer contribution / active EE | $1,977 | $3,235-38.9% | $2,722-27.4% | $4,779-58.6% |
| Participant deferral / active EE | $3,614 | $4,204-14.0% | $3,402+6.2% | $5,609-35.6% |
| Admin fee / account holder | $216 | $5,734-96.2% | $3,591-94.0% | $10,829-98.0% |