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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,849 | $106,236-61.5% | $112,263-63.6% | $64,824-37.0% |
| Participation rate | 99.1% | 71.7%+27.5pp | 75.1%+24.1pp | 71.5%+27.7pp |
| Annual return | 2.50% | -6.02%+8.5pp | 27.49%-25.0pp | 32.84%-30.3pp |
| Employer contribution / active EE | $3,445 | $3,167+8.8% | $3,636-5.2% | $2,507+37.4% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $4,729-100.0% | $4,311-100.0% |
| Admin fee / account holder | $5 | $452-99.0% | $6,410-99.9% | $188-97.5% |