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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,281 | $42,909+24.2% | $60,906-12.5% | $68,486-22.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.83% | -13.99%+3.2pp | 16.94%-27.8pp | -7.85%-3.0pp |
| Employer contribution / active EE | $2,365 | $1,979+19.5% | $2,703-12.5% | $2,597-8.9% |
| Participant deferral / active EE | $5,310 | $2,866+85.3% | $3,814+39.2% | $4,028+31.8% |
| Admin fee / account holder | $0 | $3,104-100.0% | $3,227-100.0% | $5,404-100.0% |