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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,361 | $97,881-55.7% | $80,004-45.8% | $125,389-65.4% |
| Participation rate | 92.3% | 77.9%+14.4pp | 73.0%+19.3pp | 83.2%+9.1pp |
| Annual return | -2.10% | 9.36%-11.5pp | 7.63%-9.7pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,724 | $3,128-44.9% | $2,473-30.3% | $4,866-64.6% |
| Participant deferral / active EE | $7,570 | $3,744+102.2% | $3,204+136.3% | $5,352+41.5% |
| Admin fee / account holder | $72 | $6,278-98.9% | $5,033-98.6% | $9,541-99.2% |