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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,798 | $64,716-43.1% | $112,258-67.2% | $68,495-46.3% |
| Participation rate | 78.9% | 67.2%+11.8pp | 75.1%+3.9pp | 67.9%+11.1pp |
| Annual return | -16.73% | -11.40%-5.3pp | 27.47%-44.2pp | -7.84%-8.9pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,387 | $3,565-33.1% | $4,728-49.5% | $4,028-40.7% |
| Admin fee / account holder | $2 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |