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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,506 | $111,814-36.9% | $103,378-31.8% | $145,978-51.7% |
| Participation rate | 93.3% | 77.9%+15.4pp | 74.5%+18.8pp | 80.3%+13.0pp |
| Annual return | 14.90% | 24.80%-9.9pp | 24.91%-10.0pp | 550.52%-535.6pp |
| Employer contribution / active EE | $3,617 | $4,215-14.2% | $3,870-6.6% | $4,662-22.4% |
| Participant deferral / active EE | $4,445 | $5,618-20.9% | $5,058-12.1% | $6,690-33.6% |
| Admin fee / account holder | $34 | $9,764-99.6% | $8,401-99.6% | $13,400-99.7% |