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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,360 | $73,839+17.0% | $143,788-39.9% | $68,495+26.1% |
| Participation rate | 86.2% | 66.7%+19.5pp | 80.3%+5.9pp | 67.9%+18.3pp |
| Annual return | -18.58% | 1.01%-19.6pp | -0.03%-18.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,670 | $3,184-16.1% | $4,952-46.1% | $2,596+2.8% |
| Participant deferral / active EE | $5,115 | $3,384+51.1% | $5,638-9.3% | $4,028+27.0% |
| Admin fee / account holder | $2 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |