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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,629 | $42,917+15.6% | $60,899-18.5% | $68,495-27.5% |
| Participation rate | 90.0% | 66.8%+23.2pp | 73.1%+16.9pp | 67.9%+22.1pp |
| Annual return | -13.39% | -13.99%+0.6pp | 16.92%-30.3pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,640 | $1,979+33.4% | $2,702-2.3% | $2,596+1.7% |
| Participant deferral / active EE | $4,078 | $2,867+42.3% | $3,817+6.8% | $4,028+1.3% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |