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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,905 | $98,240-48.2% | $82,312-38.2% | $147,586-65.5% |
| Participation rate | 78.9% | 79.7%-0.8pp | 76.9%+2.1pp | 82.8%-3.9pp |
| Annual return | 11.53% | 30.85%-19.3pp | 25.88%-14.3pp | 578.59%-567.1pp |
| Employer contribution / active EE | $937 | $3,192-70.6% | $2,428-61.4% | $4,876-80.8% |
| Participant deferral / active EE | $3,254 | $4,383-25.8% | $3,706-12.2% | $5,439-40.2% |
| Admin fee / account holder | $126 | $8,563-98.5% | $5,608-97.7% | $10,886-98.8% |