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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,516 | $73,863-58.7% | $143,797-78.8% | $68,490-55.4% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -3.16% | 0.91%-4.1pp | -0.04%-3.1pp | -7.85%+4.7pp |
| Employer contribution / active EE | $17,057 | $3,185+435.6% | $4,952+244.4% | $2,597+556.9% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |