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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,035 | $127,387-77.2% | $115,038-74.8% | $125,389-76.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.02% | 31.28%-34.3pp | 26.14%-29.2pp | 282.24%-285.3pp |
| Employer contribution / active EE | $3,573 | $5,166-30.8% | $4,608-22.5% | $4,866-26.6% |
| Participant deferral / active EE | $7,645 | $6,423+19.0% | $6,026+26.9% | $5,352+42.8% |
| Admin fee / account holder | $270 | $9,516-97.2% | $8,175-96.7% | $9,541-97.2% |