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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,953 | $87,705-12.3% | $63,517+21.2% | $125,393-38.6% |
| Participation rate | 84.2% | 77.0%+7.2pp | 71.0%+13.2pp | 83.2%+1.0pp |
| Annual return | -1.85% | 21.70%-23.6pp | -70.30%+68.4pp | 282.23%-284.1pp |
| Employer contribution / active EE | $1,317 | $3,601-63.4% | $2,322-43.3% | $4,866-72.9% |
| Participant deferral / active EE | $5,105 | $3,939+29.6% | $2,953+72.9% | $5,351-4.6% |
| Admin fee / account holder | $33 | $11,948-99.7% | $5,892-99.4% | $9,541-99.7% |