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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,865 | $68,681-52.1% | $86,615-62.1% | $85,847-61.7% |
| Participation rate | 92.0% | 66.4%+25.6pp | 71.6%+20.4pp | 69.3%+22.7pp |
| Annual return | 16.33% | 20.12%-3.8pp | 63.51%-47.2pp | 318.61%-302.3pp |
| Employer contribution / active EE | $1,678 | $1,880-10.7% | $2,496-32.7% | $2,565-34.6% |
| Participant deferral / active EE | $3,845 | $2,919+31.7% | $3,699+4.0% | $3,952-2.7% |
| Admin fee / account holder | $30 | $5,974-99.5% | $5,830-99.5% | $6,261-99.5% |