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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,696 | $124,980-37.0% | $108,359-27.4% | $154,746-49.1% |
| Participation rate | 87.5% | 75.2%+12.3pp | 70.1%+17.4pp | 80.7%+6.8pp |
| Annual return | 16.97% | 45.00%-28.0pp | 36.89%-19.9pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,425 | $2,851-50.0% | $2,399-40.6% | $4,379-67.5% |
| Participant deferral / active EE | $2,886 | $4,743-39.1% | $4,137-30.2% | $6,730-57.1% |
| Admin fee / account holder | $0 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |