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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,399 | $167,352-49.6% | $143,788-41.3% | $134,509-37.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -17.74% | 0.47%-18.2pp | -0.03%-17.7pp | 418.13%-435.9pp |
| Employer contribution / active EE | $2,586 | $5,620-54.0% | $4,952-47.8% | $4,741-45.5% |
| Participant deferral / active EE | $8,635 | $6,447+33.9% | $5,638+53.2% | $6,400+34.9% |
| Admin fee / account holder | $6 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |