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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,844 | $73,988-69.1% | $96,538-76.3% | $75,177-69.6% |
| Participation rate | 74.2% | 66.4%+7.8pp | 74.3%-0.2pp | 67.2%+7.0pp |
| Annual return | 0.00% | 26.73%-26.7pp | 35.74%-35.7pp | 160.75%-160.8pp |
| Employer contribution / active EE | $2,536 | $2,930-13.5% | $3,740-32.2% | $2,671-5.1% |
| Participant deferral / active EE | $3,671 | $3,660+0.3% | $4,880-24.8% | $4,126-11.0% |
| Admin fee / account holder | $42 | $5,220-99.2% | $6,737-99.4% | $5,651-99.3% |