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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,764 | $83,369-10.3% | $105,223-28.9% | $67,986+10.0% |
| Participation rate | 84.7% | 56.3%+28.4pp | 75.0%+9.7pp | 57.2%+27.5pp |
| Annual return | 17.88% | 24.64%-6.8pp | 180.65%-162.8pp | 31.67%-13.8pp |
| Employer contribution / active EE | $1,142 | $2,541-55.1% | $3,689-69.0% | $2,019-43.4% |
| Participant deferral / active EE | $7,115 | $3,295+115.9% | $5,072+40.3% | $3,358+111.9% |
| Admin fee / account holder | $232 | $4,073-94.3% | $8,859-97.4% | $3,203-92.8% |