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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,275 | $101,063-62.1% | $81,473-53.0% | $147,585-74.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 14.83% | 32.41%-17.6pp | 38.78%-24.0pp | 578.58%-563.8pp |
| Employer contribution / active EE | $1,147 | $3,206-64.2% | $2,568-55.3% | $4,876-76.5% |
| Participant deferral / active EE | $4,785 | $4,242+12.8% | $3,537+35.3% | $5,439-12.0% |
| Admin fee / account holder | $199 | $5,812-96.6% | $4,561-95.6% | $10,886-98.2% |