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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,081 | $94,439-63.9% | $73,658-53.7% | $154,746-78.0% |
| Participation rate | 79.2% | 64.7%+14.5pp | 57.0%+22.1pp | 80.7%-1.5pp |
| Annual return | 20.02% | 28.25%-8.2pp | 29.72%-9.7pp | 172.34%-152.3pp |
| Employer contribution / active EE | $1,206 | $1,257-4.1% | $1,032+16.8% | $4,379-72.5% |
| Participant deferral / active EE | $2,274 | $2,527-10.0% | $2,062+10.3% | $6,730-66.2% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |