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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,759 | $67,411-11.4% | $91,004-34.3% | $70,126-14.8% |
| Participation rate | 81.8% | 71.4%+10.5pp | 75.6%+6.2pp | 69.5%+12.3pp |
| Annual return | 16.93% | -40.16%+57.1pp | 4.60%+12.3pp | 73.15%-56.2pp |
| Employer contribution / active EE | $1,920 | $1,786+7.5% | $2,456-21.8% | $2,343-18.0% |
| Participant deferral / active EE | $4,090 | $2,823+44.9% | $3,548+15.3% | $3,332+22.8% |
| Admin fee / account holder | $69 | $4,236-98.4% | $5,417-98.7% | $4,645-98.5% |