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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,395 | $46,596-73.4% | $64,099-80.7% | $75,181-83.5% |
| Participation rate | 72.6% | 65.9%+6.6pp | 72.3%+0.3pp | 67.2%+5.4pp |
| Annual return | 49.16% | 26.04%+23.1pp | 33.70%+15.5pp | 160.69%-111.5pp |
| Employer contribution / active EE | $1,775 | $1,975-10.1% | $2,748-35.4% | $2,671-33.5% |
| Participant deferral / active EE | $2,151 | $2,837-24.2% | $3,881-44.6% | $4,126-47.9% |
| Admin fee / account holder | $281 | $2,954-90.5% | $3,070-90.9% | $5,650-95.0% |