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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,767 | $197,625-71.8% | $177,840-68.6% | $158,966-64.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 19.57% | 58.76%-39.2pp | 48.32%-28.8pp | 302.95%-283.4pp |
| Employer contribution / active EE | $1,968 | $6,698-70.6% | $5,919-66.8% | $4,762-58.7% |
| Participant deferral / active EE | $7,406 | $8,405-11.9% | $7,714-4.0% | $5,983+23.8% |
| Admin fee / account holder | $266 | $15,405-98.3% | $12,431-97.9% | $11,250-97.6% |