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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,835 | $167,504-12.9% | $151,628-3.8% | $134,509+8.4% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -12.04% | 7.81%-19.8pp | 3.34%-15.4pp | 418.13%-430.2pp |
| Employer contribution / active EE | $4,813 | $6,828-29.5% | $6,165-21.9% | $4,741+1.5% |
| Participant deferral / active EE | $5,656 | $8,985-37.1% | $8,363-32.4% | $6,400-11.6% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |