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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,206 | $107,809-45.1% | $90,657-34.7% | $135,380-56.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.50% | -0.90%-3.6pp | 1.89%-6.4pp | 519.81%-524.3pp |
| Employer contribution / active EE | $3,300 | $3,018+9.3% | $2,532+30.3% | $4,779-31.0% |
| Participant deferral / active EE | $1,447 | $3,872-62.6% | $3,424-57.7% | $5,609-74.2% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |