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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,372 | $102,661-42.2% | $151,639-60.8% | $66,938-11.3% |
| Participation rate | 96.2% | 85.5%+10.7pp | 87.5%+8.7pp | 69.8%+26.4pp |
| Annual return | 5.45% | -10.81%+16.3pp | 3.34%+2.1pp | 1.58%+3.9pp |
| Employer contribution / active EE | $2,476 | $4,184-40.8% | $6,165-59.8% | $2,545-2.7% |
| Participant deferral / active EE | $0 | $6,645-100.0% | $8,363-100.0% | $4,238-100.0% |
| Admin fee / account holder | $32 | $630-94.9% | $11,613-99.7% | $594-94.5% |