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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,198 | $167,504-74.8% | $151,628-72.2% | $134,509-68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.86% | 7.81%-22.7pp | 3.34%-18.2pp | 418.13%-433.0pp |
| Employer contribution / active EE | $3,280 | $6,828-52.0% | $6,165-46.8% | $4,741-30.8% |
| Participant deferral / active EE | $9,601 | $8,985+6.9% | $8,363+14.8% | $6,400+50.0% |
| Admin fee / account holder | $20 | $13,779-99.9% | $11,613-99.8% | $11,427-99.8% |