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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,974 | $77,920-53.8% | $149,723-76.0% | $75,177-52.1% |
| Participation rate | 78.4% | 65.6%+12.8pp | 78.8%-0.3pp | 67.2%+11.2pp |
| Annual return | 16.93% | 31.72%-14.8pp | 134.50%-117.6pp | 160.75%-143.8pp |
| Employer contribution / active EE | $891 | $3,138-71.6% | $4,821-81.5% | $2,671-66.7% |
| Participant deferral / active EE | $1,765 | $3,411-48.3% | $5,682-68.9% | $4,126-57.2% |
| Admin fee / account holder | $0 | $5,951-100.0% | $13,215-100.0% | $5,651-100.0% |