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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,157 | $81,276-19.8% | $155,574-58.1% | $80,925-19.5% |
| Participation rate | 72.4% | 66.2%+6.2pp | 78.2%-5.8pp | 67.7%+4.8pp |
| Annual return | 20.12% | 33.36%-13.2pp | 64.87%-44.7pp | 35.65%-15.5pp |
| Employer contribution / active EE | $1,798 | $3,103-42.1% | $4,676-61.6% | $2,756-34.8% |
| Participant deferral / active EE | $5,044 | $3,453+46.1% | $5,629-10.4% | $4,299+17.3% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |