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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,722 | $48,267-75.7% | $68,808-83.0% | $68,486-82.9% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -19.01% | -12.70%-6.3pp | -6.37%-12.6pp | -7.85%-11.2pp |
| Employer contribution / active EE | $5,696 | $1,829+211.4% | $2,656+114.5% | $2,597+119.4% |
| Participant deferral / active EE | $3,852 | $2,867+34.4% | $3,942-2.3% | $4,028-4.4% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |