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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,530 | $42,909-42.8% | $60,906-59.7% | $68,486-64.2% |
| Participation rate | 88.6% | 66.8%+21.9pp | 73.1%+15.5pp | 67.9%+20.7pp |
| Annual return | -12.66% | -13.99%+1.3pp | 16.94%-29.6pp | -7.85%-4.8pp |
| Employer contribution / active EE | $1,508 | $1,979-23.8% | $2,703-44.2% | $2,597-41.9% |
| Participant deferral / active EE | $1,508 | $2,866-47.4% | $3,814-60.4% | $4,028-62.5% |
| Admin fee / account holder | $201 | $3,104-93.5% | $3,227-93.8% | $5,404-96.3% |