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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,350 | $211,946-87.6% | $169,452-84.4% | $135,379-80.5% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -6.47% | 3.26%-9.7pp | 1.83%-8.3pp | 519.79%-526.3pp |
| Employer contribution / active EE | $5,173 | $5,117+1.1% | $4,157+24.5% | $4,779+8.3% |
| Participant deferral / active EE | $2,896 | $6,075-52.3% | $5,277-45.1% | $5,609-48.4% |
| Admin fee / account holder | $71 | $11,472-99.4% | $9,110-99.2% | $10,828-99.3% |