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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,434 | $45,872-53.3% | $77,100-72.2% | $68,490-68.7% |
| Participation rate | 85.3% | 55.9%+29.4pp | 67.9%+17.4pp | 67.9%+17.4pp |
| Annual return | 16.33% | 1.73%+14.6pp | 42.35%-26.0pp | -7.85%+24.2pp |
| Employer contribution / active EE | $3,458 | $1,650+109.6% | $2,815+22.8% | $2,597+33.2% |
| Participant deferral / active EE | $8,605 | $2,963+190.4% | $4,430+94.3% | $4,028+113.6% |
| Admin fee / account holder | $22 | $3,041-99.3% | $5,443-99.6% | $5,403-99.6% |