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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,841 | $83,908-48.9% | $68,509-37.5% | $125,389-65.8% |
| Participation rate | 95.0% | 78.2%+16.8pp | 74.7%+20.3pp | 83.2%+11.8pp |
| Annual return | 0.12% | 14.48%-14.4pp | 8.27%-8.1pp | 282.24%-282.1pp |
| Employer contribution / active EE | $2,105 | $3,031-30.6% | $2,278-7.6% | $4,866-56.7% |
| Participant deferral / active EE | $2,349 | $4,125-43.1% | $3,382-30.6% | $5,352-56.1% |
| Admin fee / account holder | $70 | $8,982-99.2% | $5,275-98.7% | $9,541-99.3% |