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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,152 | $110,083-65.3% | $151,645-74.8% | $68,490-44.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 87.5%+1.4pp | 67.9%+21.0pp |
| Annual return | -3.88% | -10.12%+6.2pp | 3.34%-7.2pp | -7.85%+4.0pp |
| Employer contribution / active EE | $1,894 | $4,470-57.6% | $6,165-69.3% | $2,597-27.1% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $7,718-100.0% | $11,614-100.0% | $5,403-100.0% |