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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,182 | $77,816-45.8% | $123,549-65.9% | $64,181-34.3% |
| Participation rate | 82.1% | 74.7%+7.4pp | 82.3%-0.2pp | 69.6%+12.6pp |
| Annual return | -6.51% | 12.49%-19.0pp | 119.20%-125.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $1,282 | $3,014-57.5% | $4,628-72.3% | $2,381-46.2% |
| Participant deferral / active EE | $3,007 | $5,240-42.6% | $6,426-53.2% | $3,470-13.3% |
| Admin fee / account holder | $267 | $5,519-95.2% | $9,284-97.1% | $4,887-94.5% |