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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,073 | $86,701-3.0% | $73,309+14.7% | $125,389-33.0% |
| Participation rate | 95.2% | 78.6%+16.6pp | 74.9%+20.3pp | 83.2%+12.0pp |
| Annual return | 1.85% | 2.78%-0.9pp | 5.67%-3.8pp | 282.24%-280.4pp |
| Employer contribution / active EE | $4,258 | $4,152+2.6% | $3,237+31.5% | $4,866-12.5% |
| Participant deferral / active EE | $3,612 | $5,549-34.9% | $4,991-27.6% | $5,352-32.5% |
| Admin fee / account holder | $28 | $7,768-99.6% | $5,635-99.5% | $9,541-99.7% |