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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,197 | $45,872+0.7% | $77,081-40.1% | $68,495-32.6% |
| Participation rate | 75.0% | 55.9%+19.1pp | 67.9%+7.1pp | 67.9%+7.1pp |
| Annual return | -15.35% | 1.73%-17.1pp | 42.33%-57.7pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,919 | $1,650+16.3% | $2,813-31.8% | $2,596-26.1% |
| Participant deferral / active EE | $4,524 | $2,963+52.7% | $4,428+2.2% | $4,028+12.3% |
| Admin fee / account holder | $123 | $3,041-96.0% | $5,427-97.7% | $5,403-97.7% |