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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,602 | $62,592-4.8% | $85,709-30.5% | $85,847-30.6% |
| Participation rate | 83.0% | 61.1%+21.8pp | 69.9%+13.1pp | 69.3%+13.6pp |
| Annual return | 13.77% | 23.77%-10.0pp | 21.49%-7.7pp | 318.61%-304.8pp |
| Employer contribution / active EE | $2,142 | $1,755+22.0% | $2,619-18.2% | $2,565-16.5% |
| Participant deferral / active EE | $2,759 | $2,802-1.6% | $3,924-29.7% | $3,952-30.2% |
| Admin fee / account holder | $30 | $4,643-99.4% | $6,876-99.6% | $6,261-99.5% |