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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,019 | $73,839-52.6% | $143,788-75.6% | $68,495-48.9% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -19.19% | 1.01%-20.2pp | -0.03%-19.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,287 | $3,184+3.2% | $4,952-33.6% | $2,596+26.6% |
| Participant deferral / active EE | $2,675 | $3,384-20.9% | $5,638-52.5% | $4,028-33.6% |
| Admin fee / account holder | $135 | $5,755-97.6% | $14,675-99.1% | $5,403-97.5% |