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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,217 | $95,895+1.4% | $79,576+22.2% | $134,509-27.7% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | 14.16% | -2.72%+16.9pp | 0.15%+14.0pp | 418.13%-404.0pp |
| Employer contribution / active EE | $1,094 | $3,128-65.0% | $2,413-54.7% | $4,741-76.9% |
| Participant deferral / active EE | $1,503 | $4,693-68.0% | $3,985-62.3% | $6,400-76.5% |
| Admin fee / account holder | $32 | $9,129-99.6% | $6,834-99.5% | $11,427-99.7% |