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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,858 | $42,917-14.1% | $60,899-39.5% | $68,495-46.2% |
| Participation rate | 93.3% | 66.8%+26.6pp | 73.1%+20.2pp | 67.9%+25.4pp |
| Annual return | -13.72% | -13.99%+0.3pp | 16.92%-30.6pp | -7.84%-5.9pp |
| Employer contribution / active EE | $5,711 | $1,979+188.6% | $2,702+111.3% | $2,596+119.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $3,102-100.0% | $3,225-100.0% | $5,403-100.0% |