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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,979 | $44,764+54.1% | $68,803+0.3% | $64,824+6.4% |
| Participation rate | 100.0% | 64.8%+35.2pp | 69.0%+31.0pp | 71.5%+28.5pp |
| Annual return | -2.66% | -10.91%+8.2pp | -6.37%+3.7pp | 32.84%-35.5pp |
| Employer contribution / active EE | $416 | $1,775-76.6% | $2,656-84.3% | $2,507-83.4% |
| Participant deferral / active EE | $0 | $3,238-100.0% | $3,942-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $151-100.0% | $4,936-100.0% | $188-100.0% |