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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,089 | $64,729+0.6% | $112,263-42.0% | $68,490-5.0% |
| Participation rate | 94.1% | 67.2%+27.0pp | 75.1%+19.1pp | 67.9%+26.2pp |
| Annual return | -16.44% | -11.40%-5.0pp | 27.49%-43.9pp | -7.85%-8.6pp |
| Employer contribution / active EE | $6,067 | $2,746+121.0% | $3,636+66.9% | $2,597+133.7% |
| Participant deferral / active EE | $2,885 | $3,566-19.1% | $4,729-39.0% | $4,028-28.4% |
| Admin fee / account holder | $0 | $5,222-100.0% | $6,410-100.0% | $5,403-100.0% |