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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,814 | $81,276-74.4% | $155,574-86.6% | $80,925-74.3% |
| Participation rate | 97.4% | 66.2%+31.1pp | 78.2%+19.2pp | 67.7%+29.7pp |
| Annual return | 15.17% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $2,325 | $3,103-25.1% | $4,676-50.3% | $2,756-15.6% |
| Participant deferral / active EE | $3,029 | $3,453-12.3% | $5,629-46.2% | $4,299-29.5% |
| Admin fee / account holder | $288 | $7,993-96.4% | $15,914-98.2% | $6,940-95.8% |