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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,842 | $73,848-81.3% | $143,799-90.4% | $68,486-79.8% |
| Participation rate | 89.4% | 66.7%+22.8pp | 80.3%+9.1pp | 67.9%+21.5pp |
| Annual return | -14.68% | 0.91%-15.6pp | -0.04%-14.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,293 | $3,184-59.4% | $4,952-73.9% | $2,597-50.2% |
| Participant deferral / active EE | $1,918 | $3,385-43.3% | $5,638-66.0% | $4,028-52.4% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,677-100.0% | $5,404-100.0% |