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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,629 | $81,276-19.3% | $155,574-57.8% | $80,925-18.9% |
| Participation rate | 87.5% | 66.2%+21.3pp | 78.2%+9.3pp | 67.7%+19.8pp |
| Annual return | 11.26% | 33.36%-22.1pp | 64.87%-53.6pp | 35.65%-24.4pp |
| Employer contribution / active EE | $3,302 | $3,103+6.4% | $4,676-29.4% | $2,756+19.8% |
| Participant deferral / active EE | $3,095 | $3,453-10.4% | $5,629-45.0% | $4,299-28.0% |
| Admin fee / account holder | $5 | $7,993-99.9% | $15,914-100.0% | $6,940-99.9% |