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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,156 | $124,351-7.4% | $109,188+5.5% | $167,553-31.3% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.9%+14.1pp | 82.1%+7.9pp |
| Annual return | 25.30% | 26.04%-0.7pp | 25.76%-0.5pp | 478.89%-453.6pp |
| Employer contribution / active EE | $1,738 | $4,210-58.7% | $3,723-53.3% | $4,840-64.1% |
| Participant deferral / active EE | $3,004 | $5,257-42.8% | $4,654-35.4% | $6,343-52.6% |
| Admin fee / account holder | $297 | $7,975-96.3% | $6,755-95.6% | $12,316-97.6% |