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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,801 | $77,817-29.6% | $123,553-55.6% | $64,173-14.6% |
| Participation rate | 80.9% | 74.7%+6.1pp | 82.3%-1.4pp | 69.6%+11.3pp |
| Annual return | -7.05% | 12.49%-19.5pp | 119.21%-126.3pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,966 | $3,014-34.8% | $4,628-57.5% | $2,381-17.4% |
| Participant deferral / active EE | $4,567 | $5,240-12.8% | $6,426-28.9% | $3,470+31.6% |
| Admin fee / account holder | $25 | $5,519-99.6% | $9,284-99.7% | $4,887-99.5% |