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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,436 | $167,353-23.9% | $143,797-11.4% | $134,545-5.3% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -17.96% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $1,957 | $5,620-65.2% | $4,952-60.5% | $4,742-58.7% |
| Participant deferral / active EE | $7,034 | $6,447+9.1% | $5,638+24.8% | $6,401+9.9% |
| Admin fee / account holder | $195 | $18,096-98.9% | $14,679-98.7% | $11,431-98.3% |