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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,497 | $91,525-33.9% | $130,026-53.5% | $75,181-19.5% |
| Participation rate | 89.7% | 71.4%+18.3pp | 78.5%+11.2pp | 67.2%+22.5pp |
| Annual return | 16.88% | -631.40%+648.3pp | -137.26%+154.1pp | 160.69%-143.8pp |
| Employer contribution / active EE | $2,376 | $2,844-16.4% | $4,321-45.0% | $2,671-11.0% |
| Participant deferral / active EE | $3,917 | $4,342-9.8% | $5,821-32.7% | $4,126-5.1% |
| Admin fee / account holder | $52 | $6,778-99.2% | $10,608-99.5% | $5,650-99.1% |