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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,215 | $61,660-54.2% | $80,022-64.7% | $64,173-56.0% |
| Participation rate | 92.6% | 71.7%+20.9pp | 75.8%+16.8pp | 69.6%+23.0pp |
| Annual return | -7.44% | -0.33%-7.1pp | 11.22%-18.7pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,266 | $1,810-30.1% | $2,468-48.7% | $2,381-46.8% |
| Participant deferral / active EE | $2,704 | $2,968-8.9% | $3,686-26.6% | $3,470-22.1% |
| Admin fee / account holder | $173 | $5,417-96.8% | $6,521-97.3% | $4,887-96.5% |