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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,897 | $73,102-24.9% | $123,553-55.6% | $56,289-2.5% |
| Participation rate | 96.0% | 74.3%+21.7pp | 82.3%+13.7pp | 69.9%+26.1pp |
| Annual return | -4.15% | 3.01%-7.2pp | 119.21%-123.4pp | -9.96%+5.8pp |
| Employer contribution / active EE | $7,646 | $2,977+156.9% | $4,628+65.2% | $2,111+262.2% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $197 | $554-64.4% | $9,284-97.9% | $521-62.2% |