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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,473 | $90,509-25.5% | $78,693-14.3% | $273,968-75.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.1pp | 83.0%+2.7pp |
| Annual return | 6.86% | 75.61%-68.8pp | 62.18%-55.3pp | 41.45%-34.6pp |
| Employer contribution / active EE | $2,301 | $3,175-27.5% | $2,850-19.3% | $4,869-52.7% |
| Participant deferral / active EE | $3,629 | $3,901-7.0% | $3,517+3.2% | $5,287-31.4% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |