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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,849 | $95,580-43.7% | $76,872-30.0% | $139,466-61.4% |
| Participation rate | 75.0% | 74.0%+1.0pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 12.51% | 55.00%-42.5pp | 37.90%-25.4pp | 373.66%-361.2pp |
| Employer contribution / active EE | $1,883 | $3,145-40.1% | $2,533-25.7% | $4,754-60.4% |
| Participant deferral / active EE | $6,637 | $4,623+43.6% | $3,832+73.2% | $6,712-1.1% |
| Admin fee / account holder | $0 | $8,302-100.0% | $5,476-100.0% | $11,409-100.0% |