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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,719 | $95,188-32.0% | $76,518-15.4% | $135,380-52.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -4.94% | 4.85%-9.8pp | -0.27%-4.7pp | 519.81%-524.7pp |
| Employer contribution / active EE | $7,587 | $3,303+129.7% | $2,647+186.6% | $4,779+58.8% |
| Participant deferral / active EE | $4,389 | $4,640-5.4% | $3,836+14.4% | $5,609-21.7% |
| Admin fee / account holder | $286 | $6,249-95.4% | $4,849-94.1% | $10,828-97.4% |