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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,179 | $167,522-19.3% | $151,639-10.9% | $134,532+0.5% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -14.13% | 7.81%-21.9pp | 3.34%-17.5pp | 418.27%-432.4pp |
| Employer contribution / active EE | $3,960 | $6,828-42.0% | $6,165-35.8% | $4,741-16.5% |
| Participant deferral / active EE | $7,690 | $8,986-14.4% | $8,363-8.1% | $6,401+20.1% |
| Admin fee / account holder | $5 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |