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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,419 | $123,155-42.8% | $108,753-35.2% | $155,188-54.6% |
| Participation rate | 77.8% | 75.6%+2.1pp | 71.1%+6.7pp | 80.8%-3.0pp |
| Annual return | 19.05% | 44.73%-25.7pp | 37.47%-18.4pp | 148.84%-129.8pp |
| Employer contribution / active EE | $2,201 | $2,811-21.7% | $2,427-9.3% | $4,248-48.2% |
| Participant deferral / active EE | $4,622 | $4,6230% | $4,115+12.3% | $6,531-29.2% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,320-100.0% | $14,480-100.0% |