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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,611 | $138,076-60.4% | $123,553-55.8% | $135,380-59.7% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -2.04% | 153.70%-155.7pp | 119.21%-121.2pp | 519.81%-521.8pp |
| Employer contribution / active EE | $3,693 | $5,152-28.3% | $4,628-20.2% | $4,779-22.7% |
| Participant deferral / active EE | $9,542 | $6,800+40.3% | $6,426+48.5% | $5,609+70.1% |
| Admin fee / account holder | $154 | $10,917-98.6% | $9,284-98.3% | $10,828-98.6% |