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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,080 | $110,307-38.3% | $96,576-29.5% | $139,456-51.2% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.7pp | 80.3%+5.4pp |
| Annual return | 13.61% | 26.40%-12.8pp | 25.87%-12.3pp | 373.45%-359.8pp |
| Employer contribution / active EE | $2,036 | $3,619-43.7% | $2,965-31.3% | $4,753-57.2% |
| Participant deferral / active EE | $6,037 | $5,547+8.8% | $4,851+24.5% | $6,711-10.0% |
| Admin fee / account holder | $46 | $11,597-99.6% | $8,253-99.4% | $11,407-99.6% |