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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,708 | $91,525-26.0% | $130,026-47.9% | $75,181-9.9% |
| Participation rate | 71.1% | 71.4%-0.4pp | 78.5%-7.4pp | 67.2%+3.9pp |
| Annual return | 22.30% | -631.40%+653.7pp | -137.26%+159.6pp | 160.69%-138.4pp |
| Employer contribution / active EE | $1,171 | $2,844-58.8% | $4,321-72.9% | $2,671-56.1% |
| Participant deferral / active EE | $4,743 | $4,342+9.2% | $5,821-18.5% | $4,126+14.9% |
| Admin fee / account holder | $166 | $6,778-97.6% | $10,608-98.4% | $5,650-97.1% |