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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,382 | $106,236-75.2% | $112,249-76.5% | $64,819-59.3% |
| Participation rate | 98.7% | 71.7%+27.0pp | 75.1%+23.6pp | 71.5%+27.2pp |
| Annual return | -13.60% | -6.02%-7.6pp | 27.48%-41.1pp | 32.84%-46.4pp |
| Employer contribution / active EE | $3,243 | $3,166+2.4% | $3,636-10.8% | $2,507+29.4% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,412-100.0% | $188-100.0% |