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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,157 | $81,358-19.9% | $155,556-58.1% | $80,959-19.5% |
| Participation rate | 72.4% | 66.3%+6.1pp | 78.2%-5.8pp | 67.7%+4.7pp |
| Annual return | 20.12% | 33.39%-13.3pp | 64.84%-44.7pp | 35.67%-15.5pp |
| Employer contribution / active EE | $1,798 | $3,106-42.1% | $4,675-61.5% | $2,757-34.8% |
| Participant deferral / active EE | $5,044 | $3,455+46.0% | $5,631-10.4% | $4,300+17.3% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |