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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,078 | $167,533-49.2% | $151,645-43.9% | $134,545-36.8% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.5%-14.2pp | 81.2%-7.9pp |
| Annual return | -17.82% | 7.81%-25.6pp | 3.34%-21.2pp | 418.37%-436.2pp |
| Employer contribution / active EE | $2,120 | $6,828-69.0% | $6,165-65.6% | $4,742-55.3% |
| Participant deferral / active EE | $5,786 | $8,985-35.6% | $8,363-30.8% | $6,401-9.6% |
| Admin fee / account holder | $18 | $13,781-99.9% | $11,614-99.8% | $11,431-99.8% |