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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,741 | $112,729-49.7% | $98,716-42.5% | $137,256-58.7% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 16.86% | 38.48%-21.6pp | 31.81%-14.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $1,585 | $2,725-41.8% | $2,279-30.4% | $4,156-61.9% |
| Participant deferral / active EE | $9,959 | $4,640+114.6% | $4,048+146.1% | $6,407+55.5% |
| Admin fee / account holder | $9 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |