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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,137 | $111,814-53.4% | $103,378-49.6% | $145,978-64.3% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 11.06% | 24.80%-13.7pp | 24.91%-13.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $7,754 | $4,215+83.9% | $3,870+100.3% | $4,662+66.3% |
| Participant deferral / active EE | $3,243 | $5,618-42.3% | $5,058-35.9% | $6,690-51.5% |
| Admin fee / account holder | $293 | $9,764-97.0% | $8,401-96.5% | $13,400-97.8% |