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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,401 | $73,867+90.1% | $143,770-2.3% | $68,498+105.0% |
| Participation rate | 71.4% | 66.7%+4.8pp | 80.3%-8.9pp | 67.9%+3.5pp |
| Annual return | -16.55% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,899 | $3,184-40.4% | $4,951-61.6% | $2,596-26.9% |
| Participant deferral / active EE | $3,729 | $3,384+10.2% | $5,638-33.9% | $4,027-7.4% |
| Admin fee / account holder | $79 | $5,755-98.6% | $14,673-99.5% | $5,403-98.5% |