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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,771 | $48,277+40.4% | $67,511+0.4% | $80,874-16.2% |
| Participation rate | 74.3% | 66.4%+7.9pp | 72.9%+1.4pp | 67.6%+6.7pp |
| Annual return | 14.22% | 18.27%-4.0pp | 3517.41%-3503.2pp | 35.62%-21.4pp |
| Employer contribution / active EE | $1,631 | $2,021-19.3% | $2,733-40.3% | $2,756-40.8% |
| Participant deferral / active EE | $2,377 | $2,926-18.8% | $4,000-40.6% | $4,297-44.7% |
| Admin fee / account holder | $1 | $3,687-100.0% | $3,999-100.0% | $6,935-100.0% |