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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,227 | $97,125-22.5% | $86,233-12.8% | $137,256-45.2% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.0%+8.8pp | 80.0%-2.2pp |
| Annual return | 19.39% | 74.19%-54.8pp | 61.39%-42.0pp | 220.34%-201.0pp |
| Employer contribution / active EE | $1,510 | $2,841-46.9% | $2,504-39.7% | $4,156-63.7% |
| Participant deferral / active EE | $3,265 | $5,180-37.0% | $4,559-28.4% | $6,407-49.0% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |