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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,404 | $64,307-38.7% | $57,347-31.3% | $125,392-68.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 83.2%+5.7pp |
| Annual return | 0.10% | 25.14%-25.0pp | 24.40%-24.3pp | 282.23%-282.1pp |
| Employer contribution / active EE | $2,201 | $3,193-31.1% | $2,689-18.1% | $4,866-54.8% |
| Participant deferral / active EE | $5,383 | $3,847+39.9% | $3,162+70.2% | $5,351+0.6% |
| Admin fee / account holder | $220 | $5,242-95.8% | $3,356-93.5% | $9,541-97.7% |