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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,790 | $78,690-67.2% | $161,489-84.0% | $87,485-70.5% |
| Participation rate | 90.9% | 67.5%+23.4pp | 78.7%+12.2pp | 68.9%+22.0pp |
| Annual return | 22.24% | 32.74%-10.5pp | 89.72%-67.5pp | 26.06%-3.8pp |
| Employer contribution / active EE | $2,602 | $2,588+0.5% | $4,268-39.0% | $2,596+0.2% |
| Participant deferral / active EE | $4,131 | $3,311+24.8% | $5,630-26.6% | $4,274-3.3% |
| Admin fee / account holder | $255 | $6,724-96.2% | $16,006-98.4% | $7,775-96.7% |