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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,618 | $92,219-7.2% | $76,767+11.5% | $135,380-36.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.81%-525.6pp |
| Employer contribution / active EE | $6,709 | $3,216+108.6% | $2,485+170.0% | $4,779+40.4% |
| Participant deferral / active EE | $1,971 | $4,508-56.3% | $3,852-48.8% | $5,609-64.9% |
| Admin fee / account holder | $5 | $10,749-100.0% | $6,675-99.9% | $10,828-100.0% |