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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,777 | $57,541-18.7% | $95,759-51.2% | $75,177-37.8% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 16.62% | 34.93%-18.3pp | 28.42%-11.8pp | 160.75%-144.1pp |
| Employer contribution / active EE | $3,055 | $1,808+69.0% | $2,836+7.7% | $2,671+14.4% |
| Participant deferral / active EE | $7,888 | $3,074+156.6% | $4,244+85.9% | $4,126+91.2% |
| Admin fee / account holder | $73 | $4,099-98.2% | $5,678-98.7% | $5,651-98.7% |