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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,013 | $77,164-11.9% | $178,014-61.8% | $80,874-15.9% |
| Participation rate | 71.4% | 65.7%+5.7pp | 77.1%-5.7pp | 67.6%+3.8pp |
| Annual return | 14.72% | 18.09%-3.4pp | 294.80%-280.1pp | 35.62%-20.9pp |
| Employer contribution / active EE | $2,784 | $2,288+21.7% | $3,950-29.5% | $2,756+1.0% |
| Participant deferral / active EE | $6,039 | $4,408+37.0% | $6,276-3.8% | $4,297+40.5% |
| Admin fee / account holder | $271 | $7,164-96.2% | $10,362-97.4% | $6,935-96.1% |