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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,482 | $64,716-31.3% | $112,258-60.4% | $68,495-35.1% |
| Participation rate | 95.0% | 67.2%+27.8pp | 75.1%+19.9pp | 67.9%+27.1pp |
| Annual return | -0.24% | -11.40%+11.2pp | 27.47%-27.7pp | -7.84%+7.6pp |
| Employer contribution / active EE | $18,500 | $2,746+573.6% | $3,636+408.9% | $2,596+612.5% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $250 | $5,232-95.2% | $6,411-96.1% | $5,403-95.4% |