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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,756 | $49,280+11.1% | $67,313-18.7% | $64,181-14.7% |
| Participation rate | 73.8% | 60.8%+13.0pp | 69.1%+4.7pp | 69.6%+4.2pp |
| Annual return | -7.86% | -1.39%-6.5pp | -4.08%-3.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,738 | $1,668+4.2% | $2,566-32.3% | $2,381-27.0% |
| Participant deferral / active EE | $5,133 | $2,484+106.6% | $3,568+43.8% | $3,470+47.9% |
| Admin fee / account holder | $155 | $3,863-96.0% | $4,507-96.6% | $4,887-96.8% |