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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,472 | $167,522-25.1% | $151,639-17.3% | $134,532-6.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -10.94% | 7.81%-18.7pp | 3.34%-14.3pp | 418.27%-429.2pp |
| Employer contribution / active EE | $3,950 | $6,828-42.1% | $6,165-35.9% | $4,741-16.7% |
| Participant deferral / active EE | $9,667 | $8,986+7.6% | $8,363+15.6% | $6,401+51.0% |
| Admin fee / account holder | $157 | $13,780-98.9% | $11,613-98.7% | $11,429-98.6% |