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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,796 | $43,333-72.8% | $59,883-80.3% | $64,181-81.6% |
| Participation rate | 86.7% | 69.2%+17.5pp | 74.7%+12.0pp | 69.6%+17.1pp |
| Annual return | 0.00% | -1.55%+1.5pp | 3.46%-3.5pp | 7.63%-7.6pp |
| Employer contribution / active EE | $5,476 | $2,029+169.8% | $2,722+101.2% | $2,381+130.0% |
| Participant deferral / active EE | $1,233 | $2,547-51.6% | $3,402-63.7% | $3,470-64.5% |
| Admin fee / account holder | $43 | $3,006-98.6% | $3,591-98.8% | $4,887-99.1% |