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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,595 | $92,219+3.7% | $76,767+24.5% | $135,380-29.4% |
| Participation rate | 78.6% | 79.8%-1.2pp | 77.0%+1.6pp | 82.6%-4.1pp |
| Annual return | -7.22% | 5.46%-12.7pp | 2.43%-9.7pp | 519.81%-527.0pp |
| Employer contribution / active EE | $2,780 | $3,216-13.6% | $2,485+11.9% | $4,779-41.8% |
| Participant deferral / active EE | $7,064 | $4,508+56.7% | $3,852+83.4% | $5,609+25.9% |
| Admin fee / account holder | $2 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |