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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,573 | $100,262-68.5% | $81,370-61.2% | $145,897-78.4% |
| Participation rate | 77.3% | 74.3%+3.0pp | 69.5%+7.7pp | 80.3%-3.0pp |
| Annual return | 17.17% | 34.52%-17.4pp | 24.85%-7.7pp | 552.29%-535.1pp |
| Employer contribution / active EE | $1,891 | $2,979-36.5% | $2,464-23.2% | $4,663-59.4% |
| Participant deferral / active EE | $2,912 | $4,612-36.9% | $3,885-25.0% | $6,689-56.5% |
| Admin fee / account holder | $227 | $8,163-97.2% | $5,749-96.0% | $13,390-98.3% |