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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,944 | $87,546-37.2% | $75,784-27.5% | $125,389-56.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.50% | 13.49%-16.0pp | 9.68%-12.2pp | 282.24%-284.7pp |
| Employer contribution / active EE | $2,223 | $3,930-43.4% | $3,323-33.1% | $4,866-54.3% |
| Participant deferral / active EE | $3,509 | $4,230-17.0% | $3,652-3.9% | $5,352-34.4% |
| Admin fee / account holder | $56 | $6,503-99.1% | $5,300-99.0% | $9,541-99.4% |