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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,833 | $77,816+23.2% | $123,552-22.4% | $64,173+49.3% |
| Participation rate | 77.4% | 74.7%+2.7pp | 82.3%-4.9pp | 69.6%+7.8pp |
| Annual return | -7.65% | 12.49%-20.1pp | 119.20%-126.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $617 | $3,014-79.5% | $4,628-86.7% | $2,381-74.1% |
| Participant deferral / active EE | $5,108 | $5,240-2.5% | $6,426-20.5% | $3,470+47.2% |
| Admin fee / account holder | $18 | $5,519-99.7% | $9,285-99.8% | $4,887-99.6% |