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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,927 | $43,338-7.9% | $59,887-33.3% | $64,173-37.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.62% | -1.55%-5.1pp | 3.46%-10.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $3,309 | $2,030+63.0% | $2,722+21.5% | $2,381+39.0% |
| Participant deferral / active EE | $6,866 | $2,547+169.5% | $3,402+101.8% | $3,470+97.9% |
| Admin fee / account holder | $76 | $3,007-97.5% | $3,591-97.9% | $4,887-98.4% |