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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,971 | $110,379-67.4% | $102,412-64.9% | $145,884-75.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 15.56% | 24.84%-9.3pp | 24.94%-9.4pp | 551.85%-536.3pp |
| Employer contribution / active EE | $2,115 | $4,216-49.8% | $3,870-45.4% | $4,662-54.6% |
| Participant deferral / active EE | $3,207 | $5,622-43.0% | $5,060-36.6% | $6,690-52.1% |
| Admin fee / account holder | $292 | $9,745-97.0% | $8,388-96.5% | $13,392-97.8% |