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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,221 | $63,471-76.0% | $68,803-77.9% | $66,949-77.3% |
| Participation rate | 100.0% | 60.0%+40.0pp | 69.0%+31.0pp | 69.8%+30.2pp |
| Annual return | -16.84% | -8.29%-8.6pp | -6.37%-10.5pp | 1.57%-18.4pp |
| Employer contribution / active EE | $591 | $1,776-66.7% | $2,656-77.8% | $2,545-76.8% |
| Participant deferral / active EE | $1,195 | $2,946-59.5% | $3,942-69.7% | $4,239-71.8% |
| Admin fee / account holder | $140 | $578-75.8% | $4,936-97.2% | $594-76.4% |