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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,204 | $167,362-82.0% | $143,799-79.0% | $134,532-77.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -12.85% | 0.47%-13.3pp | -0.04%-12.8pp | 418.27%-431.1pp |
| Employer contribution / active EE | $7,283 | $5,620+29.6% | $4,952+47.1% | $4,741+53.6% |
| Participant deferral / active EE | $5,689 | $6,447-11.8% | $5,638+0.9% | $6,401-11.1% |
| Admin fee / account holder | $38 | $18,094-99.8% | $14,677-99.7% | $11,429-99.7% |