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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,838 | $129,960-38.6% | $104,299-23.5% | $134,545-40.7% |
| Participation rate | 85.7% | 79.5%+6.2pp | 73.3%+12.4pp | 81.2%+4.5pp |
| Annual return | -18.64% | 42.06%-60.7pp | 24.62%-43.3pp | 418.37%-437.0pp |
| Employer contribution / active EE | $2,195 | $4,186-47.6% | $3,373-34.9% | $4,742-53.7% |
| Participant deferral / active EE | $4,934 | $5,589-11.7% | $4,626+6.7% | $6,401-22.9% |
| Admin fee / account holder | $299 | $9,324-96.8% | $7,339-95.9% | $11,431-97.4% |