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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,761 | $63,471-67.3% | $68,808-69.8% | $66,938-69.0% |
| Participation rate | 88.8% | 60.0%+28.8pp | 69.0%+19.8pp | 69.8%+19.0pp |
| Annual return | -15.40% | -8.29%-7.1pp | -6.37%-9.0pp | 1.58%-17.0pp |
| Employer contribution / active EE | $2,401 | $1,776+35.2% | $2,656-9.6% | $2,545-5.7% |
| Participant deferral / active EE | $0 | $2,946-100.0% | $3,942-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $578-100.0% | $4,936-100.0% | $594-100.0% |