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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,109 | $182,442-62.7% | $163,379-58.3% | $138,895-51.0% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 21.75% | 72.74%-51.0pp | 63.41%-41.7pp | 145.39%-123.6pp |
| Employer contribution / active EE | $1,861 | $4,159-55.3% | $3,752-50.4% | $4,194-55.6% |
| Participant deferral / active EE | $9,170 | $6,817+34.5% | $6,282+46.0% | $6,396+43.4% |
| Admin fee / account holder | $263 | $10,396-97.5% | $9,818-97.3% | $12,562-97.9% |