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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,147 | $48,267+30.8% | $68,794-8.2% | $68,495-7.8% |
| Participation rate | 76.3% | 60.7%+15.7pp | 69.0%+7.3pp | 67.9%+8.4pp |
| Annual return | -17.45% | -12.70%-4.8pp | -6.37%-11.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,688 | $1,829+211.0% | $2,656+114.2% | $2,596+119.0% |
| Participant deferral / active EE | $4,736 | $2,867+65.2% | $3,941+20.2% | $4,028+17.6% |
| Admin fee / account holder | $68 | $4,362-98.4% | $4,934-98.6% | $5,403-98.7% |