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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,038 | $142,409+8.9% | $119,634+29.6% | $134,545+15.2% |
| Participation rate | 91.7% | 82.8%+8.8pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -13.12% | -12.46%-0.7pp | -14.98%+1.9pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,286 | $5,224-75.4% | $4,232-69.6% | $4,742-72.9% |
| Participant deferral / active EE | $7,638 | $6,468+18.1% | $5,601+36.4% | $6,401+19.3% |
| Admin fee / account holder | $178 | $13,594-98.7% | $10,329-98.3% | $11,431-98.4% |