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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,545 | $87,546-46.8% | $75,784-38.6% | $125,389-62.9% |
| Participation rate | 88.2% | 80.2%+8.1pp | 75.8%+12.4pp | 83.2%+5.0pp |
| Annual return | -0.28% | 13.49%-13.8pp | 9.68%-10.0pp | 282.24%-282.5pp |
| Employer contribution / active EE | $1,371 | $3,930-65.1% | $3,323-58.7% | $4,866-71.8% |
| Participant deferral / active EE | $3,764 | $4,230-11.0% | $3,652+3.1% | $5,352-29.7% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |