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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,761 | $81,276-64.6% | $155,574-81.5% | $80,925-64.5% |
| Participation rate | 76.9% | 66.2%+10.7pp | 78.2%-1.3pp | 67.7%+9.3pp |
| Annual return | 16.73% | 33.36%-16.6pp | 64.87%-48.1pp | 35.65%-18.9pp |
| Employer contribution / active EE | $1,817 | $3,103-41.4% | $4,676-61.1% | $2,756-34.1% |
| Participant deferral / active EE | $3,759 | $3,453+8.9% | $5,629-33.2% | $4,299-12.6% |
| Admin fee / account holder | $184 | $7,993-97.7% | $15,914-98.8% | $6,940-97.3% |