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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,887 | $60,989-46.1% | $60,906-46.0% | $66,938-50.9% |
| Participation rate | 88.4% | 74.5%+13.9pp | 73.1%+15.3pp | 69.8%+18.6pp |
| Annual return | -10.42% | -9.60%-0.8pp | 16.94%-27.4pp | 1.58%-12.0pp |
| Employer contribution / active EE | $2,524 | $2,661-5.1% | $2,703-6.6% | $2,545-0.8% |
| Participant deferral / active EE | $2,349 | $3,615-35.0% | $3,814-38.4% | $4,238-44.6% |
| Admin fee / account holder | $0 | $338-100.0% | $3,227-100.0% | $594-100.0% |