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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,664 | $108,212-22.7% | $77,513+7.9% | $158,966-47.4% |
| Participation rate | 81.8% | 64.4%+17.4pp | 54.2%+27.6pp | 82.0%-0.1pp |
| Annual return | 13.71% | 31.67%-18.0pp | 54.81%-41.1pp | 302.95%-289.2pp |
| Employer contribution / active EE | $581 | $1,325-56.1% | $987-41.1% | $4,762-87.8% |
| Participant deferral / active EE | $1,163 | $2,455-52.6% | $1,861-37.5% | $5,983-80.6% |
| Admin fee / account holder | $239 | $3,709-93.6% | $2,859-91.6% | $11,250-97.9% |