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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,811 | $62,589-12.4% | $76,768-28.6% | $64,173-14.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $1,842 | $1,832+0.5% | $2,485-25.9% | $2,381-22.6% |
| Participant deferral / active EE | $4,010 | $3,145+27.5% | $3,852+4.1% | $3,470+15.6% |
| Admin fee / account holder | $34 | $4,667-99.3% | $6,675-99.5% | $4,887-99.3% |