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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,661 | $175,600-30.7% | $129,110-5.8% | $134,509-9.6% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.3%-2.3pp | 81.2%-6.2pp |
| Annual return | -15.56% | -11.39%-4.2pp | -10.94%-4.6pp | 418.13%-433.7pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,625 | $7,975+108.5% | $6,542+154.1% | $6,400+159.8% |
| Admin fee / account holder | $20 | $23,567-99.9% | $14,302-99.9% | $11,427-99.8% |