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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,967 | $73,863-40.5% | $143,797-69.4% | $68,490-35.8% |
| Participation rate | 84.0% | 66.7%+17.3pp | 80.3%+3.7pp | 67.9%+16.1pp |
| Annual return | -15.11% | 0.91%-16.0pp | -0.04%-15.1pp | -7.85%-7.3pp |
| Employer contribution / active EE | $3,046 | $3,185-4.4% | $4,952-38.5% | $2,597+17.3% |
| Participant deferral / active EE | $4,554 | $3,385+34.5% | $5,638-19.2% | $4,028+13.1% |
| Admin fee / account holder | $151 | $5,756-97.4% | $14,679-99.0% | $5,403-97.2% |