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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,282 | $73,839-73.9% | $143,788-86.6% | $68,495-71.8% |
| Participation rate | 87.7% | 66.7%+21.0pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -7.24% | 1.01%-8.3pp | -0.03%-7.2pp | -7.84%+0.6pp |
| Employer contribution / active EE | $900 | $3,184-71.7% | $4,952-81.8% | $2,596-65.3% |
| Participant deferral / active EE | $1,577 | $3,384-53.4% | $5,638-72.0% | $4,028-60.9% |
| Admin fee / account holder | $166 | $5,755-97.1% | $14,675-98.9% | $5,403-96.9% |