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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,441 | $56,484-49.6% | $169,452-83.2% | $64,173-55.7% |
| Participation rate | 76.7% | 64.5%+12.1pp | 77.8%-1.1pp | 69.6%+7.1pp |
| Annual return | -7.00% | -1.55%-5.5pp | 1.83%-8.8pp | 7.63%-14.6pp |
| Employer contribution / active EE | $1,569 | $1,832-14.4% | $4,157-62.2% | $2,381-34.1% |
| Participant deferral / active EE | $3,663 | $3,448+6.2% | $5,277-30.6% | $3,470+5.6% |
| Admin fee / account holder | $153 | $4,174-96.3% | $9,110-98.3% | $4,887-96.9% |