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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,301 | $45,438+54.7% | $80,004-12.1% | $59,633+17.9% |
| Participation rate | 81.3% | 63.7%+17.5pp | 73.0%+8.2pp | 68.7%+12.6pp |
| Annual return | 0.52% | 5.10%-4.6pp | 7.63%-7.1pp | 2041.45%-2040.9pp |
| Employer contribution / active EE | $1,859 | $1,236+50.5% | $2,473-24.8% | $2,203-15.6% |
| Participant deferral / active EE | $3,970 | $2,231+78.0% | $3,204+23.9% | $3,192+24.4% |
| Admin fee / account holder | $0 | $3,464-100.0% | $5,033-100.0% | $4,297-100.0% |