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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,618 | $112,729-72.0% | $98,716-68.0% | $137,256-77.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 28.21% | 38.48%-10.3pp | 31.81%-3.6pp | 220.34%-192.1pp |
| Employer contribution / active EE | $2,269 | $2,725-16.8% | $2,279-0.4% | $4,156-45.4% |
| Participant deferral / active EE | $8,177 | $4,640+76.2% | $4,048+102.0% | $6,407+27.6% |
| Admin fee / account holder | $27 | $10,129-99.7% | $8,703-99.7% | $12,270-99.8% |