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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,027 | $48,364-23.4% | $71,796-48.4% | $62,881-41.1% |
| Participation rate | 98.0% | 60.6%+37.3pp | 69.1%+28.8pp | 69.3%+28.7pp |
| Annual return | 6.83% | 13.16%-6.3pp | 78.04%-71.2pp | 20.14%-13.3pp |
| Employer contribution / active EE | $4,269 | $1,042+309.7% | $1,924+121.8% | $2,281+87.2% |
| Participant deferral / active EE | $1,391 | $2,091-33.5% | $2,794-50.2% | $3,203-56.6% |
| Admin fee / account holder | $92 | $3,771-97.6% | $4,815-98.1% | $4,296-97.9% |