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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,068 | $100,003-32.9% | $146,685-54.3% | $85,856-21.9% |
| Participation rate | 81.5% | 73.1%+8.4pp | 80.1%+1.4pp | 69.3%+12.2pp |
| Annual return | 14.19% | 18.93%-4.7pp | 22.75%-8.6pp | 318.58%-304.4pp |
| Employer contribution / active EE | $1,788 | $2,559-30.1% | $4,137-56.8% | $2,565-30.3% |
| Participant deferral / active EE | $7,154 | $4,006+78.6% | $5,507+29.9% | $3,952+81.0% |
| Admin fee / account holder | $273 | $7,704-96.5% | $10,281-97.3% | $6,261-95.6% |