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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,197 | $116,434-70.6% | $65,583-47.9% | $139,487-75.5% |
| Participation rate | 80.0% | 67.9%+12.1pp | 65.0%+15.0pp | 80.3%-0.3pp |
| Annual return | 13.69% | 31.34%-17.7pp | 47.46%-33.8pp | 373.84%-360.2pp |
| Employer contribution / active EE | $2,365 | $2,602-9.1% | $1,692+39.7% | $4,755-50.3% |
| Participant deferral / active EE | $5,928 | $4,245+39.7% | $2,833+109.3% | $6,713-11.7% |
| Admin fee / account holder | $18 | $6,696-99.7% | $4,112-99.6% | $11,407-99.8% |