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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,802 | $64,716-43.1% | $112,258-67.2% | $68,495-46.3% |
| Participation rate | 82.8% | 67.2%+15.6pp | 75.1%+7.7pp | 67.9%+14.9pp |
| Annual return | -17.74% | -11.40%-6.3pp | 27.47%-45.2pp | -7.84%-9.9pp |
| Employer contribution / active EE | $4,147 | $2,746+51.0% | $3,636+14.1% | $2,596+59.7% |
| Participant deferral / active EE | $7,056 | $3,565+97.9% | $4,728+49.2% | $4,028+75.2% |
| Admin fee / account holder | $255 | $5,232-95.1% | $6,411-96.0% | $5,403-95.3% |