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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,381 | $64,716-48.4% | $112,258-70.3% | $68,495-51.3% |
| Participation rate | 78.4% | 67.2%+11.2pp | 75.1%+3.3pp | 67.9%+10.5pp |
| Annual return | -19.22% | -11.40%-7.8pp | 27.47%-46.7pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,904 | $2,746-30.7% | $3,636-47.6% | $2,596-26.7% |
| Participant deferral / active EE | $3,875 | $3,565+8.7% | $4,728-18.0% | $4,028-3.8% |
| Admin fee / account holder | $208 | $5,232-96.0% | $6,411-96.7% | $5,403-96.1% |