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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,018 | $49,280-49.2% | $67,313-62.8% | $64,173-61.0% |
| Participation rate | 89.7% | 60.8%+28.9pp | 69.1%+20.6pp | 69.6%+20.1pp |
| Annual return | -2.06% | -1.39%-0.7pp | -4.08%+2.0pp | 7.63%-9.7pp |
| Employer contribution / active EE | $1,095 | $1,668-34.4% | $2,566-57.3% | $2,381-54.0% |
| Participant deferral / active EE | $1,129 | $2,484-54.5% | $3,568-68.4% | $3,470-67.5% |
| Admin fee / account holder | $198 | $3,863-94.9% | $4,507-95.6% | $4,887-95.9% |