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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,502 | $49,280-17.8% | $67,313-39.8% | $64,173-36.9% |
| Participation rate | 75.6% | 60.8%+14.8pp | 69.1%+6.5pp | 69.6%+6.0pp |
| Annual return | -6.81% | -1.39%-5.4pp | -4.08%-2.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $773 | $1,668-53.7% | $2,566-69.9% | $2,381-67.5% |
| Participant deferral / active EE | $4,037 | $2,484+62.5% | $3,568+13.1% | $3,470+16.4% |
| Admin fee / account holder | $24 | $3,863-99.4% | $4,507-99.5% | $4,887-99.5% |