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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,017 | $86,897+117.5% | $151,639+24.6% | $64,819+191.6% |
| Participation rate | 99.6% | 87.3%+12.3pp | 87.5%+12.1pp | 71.5%+28.1pp |
| Annual return | -2.80% | -3.57%+0.8pp | 3.34%-6.1pp | 32.84%-35.6pp |
| Employer contribution / active EE | $3,696 | $4,010-7.8% | $6,165-40.0% | $2,507+47.4% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $153-100.0% | $11,613-100.0% | $188-100.0% |