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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,562 | $65,437+18.5% | $86,698-10.5% | $66,949+15.9% |
| Participation rate | 99.1% | 75.5%+23.7pp | 76.6%+22.5pp | 69.8%+29.3pp |
| Annual return | -9.19% | -10.91%+1.7pp | 35.96%-45.2pp | 1.57%-10.8pp |
| Employer contribution / active EE | $1,970 | $2,154-8.5% | $2,837-30.6% | $2,545-22.6% |
| Participant deferral / active EE | $0 | $4,102-100.0% | $4,656-100.0% | $4,239-100.0% |
| Admin fee / account holder | $164 | $642-74.4% | $7,492-97.8% | $594-72.3% |