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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,481 | $184,014-70.9% | $161,149-66.8% | $138,895-61.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.8%-7.4pp | 79.9%-8.5pp |
| Annual return | 21.39% | 21.52%-0.1pp | 21.16%+0.2pp | 145.39%-124.0pp |
| Employer contribution / active EE | $1,639 | $5,055-67.6% | $4,360-62.4% | $4,194-60.9% |
| Participant deferral / active EE | $3,095 | $6,909-55.2% | $6,153-49.7% | $6,396-51.6% |
| Admin fee / account holder | $93 | $18,027-99.5% | $15,194-99.4% | $12,562-99.3% |