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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,844 | $78,707-18.9% | $117,861-45.8% | $70,126-9.0% |
| Participation rate | 82.8% | 73.2%+9.6pp | 79.7%+3.1pp | 69.5%+13.2pp |
| Annual return | 15.12% | 23.30%-8.2pp | 335.11%-320.0pp | 73.15%-58.0pp |
| Employer contribution / active EE | $1,593 | $2,223-28.3% | $3,786-57.9% | $2,343-32.0% |
| Participant deferral / active EE | $2,874 | $3,297-12.8% | $4,482-35.9% | $3,332-13.7% |
| Admin fee / account holder | $23 | $5,066-99.6% | $8,021-99.7% | $4,645-99.5% |