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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,680 | $87,546-35.3% | $75,784-25.2% | $125,389-54.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.59% | 13.49%-16.1pp | 9.68%-12.3pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,205 | $3,930+7.0% | $3,323+26.5% | $4,866-13.6% |
| Participant deferral / active EE | $4,627 | $4,230+9.4% | $3,652+26.7% | $5,352-13.5% |
| Admin fee / account holder | $34 | $6,503-99.5% | $5,300-99.4% | $9,541-99.6% |