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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,764 | $80,332-6.9% | $107,187-30.2% | $64,097+16.6% |
| Participation rate | 84.7% | 54.4%+30.3pp | 75.0%+9.7pp | 55.2%+29.5pp |
| Annual return | 17.88% | 24.26%-6.4pp | 204.55%-186.7pp | 34.64%-16.8pp |
| Employer contribution / active EE | $1,142 | $2,501-54.3% | $3,782-69.8% | $1,891-39.6% |
| Participant deferral / active EE | $7,115 | $3,109+128.8% | $5,096+39.6% | $3,080+131.0% |
| Admin fee / account holder | $232 | $4,314-94.6% | $9,162-97.5% | $3,454-93.3% |