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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,032 | $57,352-2.3% | $83,831-33.2% | $64,173-12.7% |
| Participation rate | 85.7% | 68.6%+17.1pp | 76.1%+9.6pp | 69.6%+16.1pp |
| Annual return | -5.14% | 11.38%-16.5pp | 850.99%-856.1pp | 7.63%-12.8pp |
| Employer contribution / active EE | $614 | $2,546-75.9% | $3,631-83.1% | $2,381-74.2% |
| Participant deferral / active EE | $7,163 | $2,993+139.3% | $4,082+75.5% | $3,470+106.4% |
| Admin fee / account holder | $238 | $4,046-94.1% | $5,479-95.7% | $4,887-95.1% |