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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,434 | $92,219-13.9% | $76,766+3.5% | $135,382-41.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -6.38% | 5.46%-11.8pp | 2.43%-8.8pp | 519.77%-526.2pp |
| Employer contribution / active EE | $1,247 | $3,216-61.2% | $2,485-49.8% | $4,779-73.9% |
| Participant deferral / active EE | $3,922 | $4,508-13.0% | $3,851+1.8% | $5,609-30.1% |
| Admin fee / account holder | $75 | $10,749-99.3% | $6,675-98.9% | $10,829-99.3% |