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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,873 | $110,337-47.5% | $102,383-43.5% | $145,877-60.3% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 11.59% | 24.83%-13.2pp | 24.94%-13.3pp | 551.28%-539.7pp |
| Employer contribution / active EE | $1,320 | $4,216-68.7% | $3,870-65.9% | $4,663-71.7% |
| Participant deferral / active EE | $2,787 | $5,621-50.4% | $5,060-44.9% | $6,691-58.3% |
| Admin fee / account holder | $91 | $9,750-99.1% | $8,391-98.9% | $13,402-99.3% |