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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,572 | $124,330-24.7% | $109,173-14.3% | $167,536-44.1% |
| Participation rate | 93.8% | 79.5%+14.3pp | 75.9%+17.9pp | 82.1%+11.6pp |
| Annual return | 21.15% | 26.04%-4.9pp | 25.75%-4.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $1,751 | $4,209-58.4% | $3,723-53.0% | $4,839-63.8% |
| Participant deferral / active EE | $7,318 | $5,256+39.2% | $4,654+57.2% | $6,342+15.4% |
| Admin fee / account holder | $229 | $7,974-97.1% | $6,755-96.6% | $12,315-98.1% |