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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,090 | $73,009-41.0% | $90,760-52.5% | $68,486-37.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -10.97% | -13.81%+2.8pp | -12.16%+1.2pp | -7.85%-3.1pp |
| Employer contribution / active EE | $4,000 | $2,193+82.4% | $2,922+36.9% | $2,597+54.0% |
| Participant deferral / active EE | $0 | $3,626-100.0% | $4,565-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,896-100.0% | $8,444-100.0% | $5,404-100.0% |