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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,696 | $117,859-82.4% | $102,438-79.8% | $145,959-85.8% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 13.32% | 31.72%-18.4pp | 29.37%-16.1pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,370 | $3,615-34.5% | $3,024-21.6% | $4,661-49.2% |
| Participant deferral / active EE | $5,656 | $5,732-1.3% | $5,054+11.9% | $6,689-15.4% |
| Admin fee / account holder | $236 | $13,318-98.2% | $9,448-97.5% | $13,398-98.2% |