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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,860 | $117,846-63.6% | $102,434-58.2% | $145,884-70.6% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 12.20% | 31.90%-19.7pp | 29.46%-17.3pp | 551.85%-539.6pp |
| Employer contribution / active EE | $2,210 | $3,615-38.9% | $3,023-26.9% | $4,662-52.6% |
| Participant deferral / active EE | $8,726 | $5,733+52.2% | $5,055+72.6% | $6,690+30.4% |
| Admin fee / account holder | $257 | $13,356-98.1% | $9,462-97.3% | $13,392-98.1% |