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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,545 | $103,392-48.2% | $87,104-38.5% | $152,897-65.0% |
| Participation rate | 83.3% | 79.4%+4.0pp | 76.9%+6.5pp | 82.5%+0.9pp |
| Annual return | 22.68% | 28.10%-5.4pp | 28.19%-5.5pp | 345.43%-322.7pp |
| Employer contribution / active EE | $2,507 | $3,221-22.2% | $2,521-0.6% | $4,764-47.4% |
| Participant deferral / active EE | $2,966 | $4,778-37.9% | $4,048-26.7% | $5,851-49.3% |
| Admin fee / account holder | $55 | $12,194-99.5% | $7,491-99.3% | $11,599-99.5% |