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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,261 | $72,404-32.0% | $110,241-55.3% | $64,181-23.2% |
| Participation rate | 79.5% | 73.3%+6.2pp | 79.8%-0.3pp | 69.6%+10.0pp |
| Annual return | -7.09% | -6.29%-0.8pp | 314.75%-321.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,488 | $2,282-34.8% | $3,827-61.1% | $2,381-37.5% |
| Participant deferral / active EE | $4,192 | $3,469+20.8% | $4,672-10.3% | $3,470+20.8% |
| Admin fee / account holder | $244 | $5,664-95.7% | $8,548-97.1% | $4,887-95.0% |