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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,390 | $90,504-34.4% | $78,690-24.5% | $273,965-78.3% |
| Participation rate | 92.9% | 76.5%+16.3pp | 73.6%+19.3pp | 83.0%+9.8pp |
| Annual return | 7.53% | 75.61%-68.1pp | 62.18%-54.6pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,721 | $3,176-14.3% | $2,851-4.5% | $4,869-44.1% |
| Participant deferral / active EE | $4,351 | $3,901+11.5% | $3,517+23.7% | $5,287-17.7% |
| Admin fee / account holder | $299 | $5,263-94.3% | $4,511-93.4% | $10,132-97.0% |