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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,999 | $112,729-76.1% | $98,716-72.7% | $137,256-80.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 14.52% | 38.48%-24.0pp | 31.81%-17.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $4,452 | $2,725+63.3% | $2,279+95.4% | $4,156+7.1% |
| Participant deferral / active EE | $5,115 | $4,640+10.2% | $4,048+26.4% | $6,407-20.2% |
| Admin fee / account holder | $195 | $10,129-98.1% | $8,703-97.8% | $12,270-98.4% |