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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,547 | $133,981-25.0% | $112,249-10.4% | $134,532-25.3% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -18.20% | 47.16%-65.4pp | 27.48%-45.7pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,733 | $4,040-32.4% | $3,636-24.8% | $4,741-42.4% |
| Participant deferral / active EE | $7,589 | $5,292+43.4% | $4,729+60.5% | $6,401+18.6% |
| Admin fee / account holder | $7 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |