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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,848 | $87,166-27.9% | $76,735-18.1% | $137,256-54.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 69.5%+5.5pp | 80.0%-5.0pp |
| Annual return | 18.83% | 26.50%-7.7pp | 29.77%-10.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,753 | $2,904-39.6% | $2,454-28.6% | $4,156-57.8% |
| Participant deferral / active EE | $9,504 | $4,726+101.1% | $4,088+132.5% | $6,407+48.3% |
| Admin fee / account holder | $20 | $8,403-99.8% | $7,189-99.7% | $12,270-99.8% |