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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,108 | $72,639+4.8% | $90,766-16.1% | $66,949+13.7% |
| Participation rate | 89.8% | 73.7%+16.1pp | 75.7%+14.1pp | 69.8%+20.0pp |
| Annual return | -12.68% | -12.28%-0.4pp | -12.16%-0.5pp | 1.57%-14.2pp |
| Employer contribution / active EE | $17,114 | $2,369+622.3% | $2,922+485.8% | $2,545+572.4% |
| Participant deferral / active EE | $0 | $3,979-100.0% | $4,565-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $708-100.0% | $8,446-100.0% | $594-100.0% |