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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,845 | $81,870-45.2% | $119,634-62.5% | $68,490-34.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -4.85% | -23.82%+19.0pp | -14.98%+10.1pp | -7.85%+3.0pp |
| Employer contribution / active EE | $2,516 | $2,692-6.5% | $4,232-40.6% | $2,597-3.1% |
| Participant deferral / active EE | $2,653 | $4,148-36.0% | $5,601-52.6% | $4,028-34.1% |
| Admin fee / account holder | $266 | $6,583-96.0% | $10,329-97.4% | $5,403-95.1% |