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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,959 | $71,057-29.7% | $93,654-46.7% | $80,874-38.2% |
| Participation rate | 72.4% | 60.4%+12.0pp | 68.7%+3.7pp | 67.6%+4.8pp |
| Annual return | 12.86% | 11.26%+1.6pp | 133.34%-120.5pp | 35.62%-22.8pp |
| Employer contribution / active EE | $5,405 | $1,564+245.6% | $2,421+123.3% | $2,756+96.1% |
| Participant deferral / active EE | $2,777 | $4,034-31.2% | $4,413-37.1% | $4,297-35.4% |
| Admin fee / account holder | $0 | $6,944-100.0% | $8,282-100.0% | $6,935-100.0% |