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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,225 | $91,198-6.5% | $178,503-52.3% | $79,856+6.7% |
| Participation rate | 86.1% | 69.2%+16.9pp | 81.9%+4.2pp | 69.6%+16.5pp |
| Annual return | 10.75% | 24.20%-13.5pp | 151.12%-140.4pp | 31.71%-21.0pp |
| Employer contribution / active EE | $462 | $3,257-85.8% | $5,011-90.8% | $2,471-81.3% |
| Participant deferral / active EE | $1,663 | $3,237-48.6% | $5,202-68.0% | $3,741-55.5% |
| Admin fee / account holder | $299 | $6,748-95.6% | $13,987-97.9% | $5,306-94.4% |