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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,583 | $62,549-12.7% | $85,705-36.3% | $85,851-36.4% |
| Participation rate | 81.1% | 61.1%+19.9pp | 69.9%+11.2pp | 69.3%+11.8pp |
| Annual return | 15.57% | 23.77%-8.2pp | 21.49%-5.9pp | 318.63%-303.1pp |
| Employer contribution / active EE | $1,600 | $1,755-8.8% | $2,619-38.9% | $2,565-37.6% |
| Participant deferral / active EE | $2,395 | $2,802-14.5% | $3,924-39.0% | $3,952-39.4% |
| Admin fee / account holder | $28 | $4,644-99.4% | $6,877-99.6% | $6,261-99.5% |