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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,386 | $87,546-52.7% | $75,784-45.4% | $125,389-67.0% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -0.23% | 13.49%-13.7pp | 9.68%-9.9pp | 282.24%-282.5pp |
| Employer contribution / active EE | $11,647 | $3,930+196.4% | $3,323+250.5% | $4,866+139.4% |
| Participant deferral / active EE | $5,558 | $4,230+31.4% | $3,652+52.2% | $5,352+3.9% |
| Admin fee / account holder | $259 | $6,503-96.0% | $5,300-95.1% | $9,541-97.3% |