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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,254 | $60,989-47.1% | $60,906-47.0% | $66,938-51.8% |
| Participation rate | 80.7% | 74.5%+6.2pp | 73.1%+7.6pp | 69.8%+10.9pp |
| Annual return | -11.83% | -9.60%-2.2pp | 16.94%-28.8pp | 1.58%-13.4pp |
| Employer contribution / active EE | $2,164 | $2,661-18.7% | $2,703-19.9% | $2,545-15.0% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |