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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,959 | $71,197-29.8% | $93,669-46.7% | $80,925-38.3% |
| Participation rate | 72.4% | 60.4%+12.0pp | 68.7%+3.7pp | 67.7%+4.8pp |
| Annual return | 12.86% | 11.27%+1.6pp | 133.59%-120.7pp | 35.65%-22.8pp |
| Employer contribution / active EE | $5,405 | $1,565+245.4% | $2,424+123.0% | $2,756+96.1% |
| Participant deferral / active EE | $2,777 | $4,036-31.2% | $4,416-37.1% | $4,299-35.4% |
| Admin fee / account holder | $0 | $6,959-100.0% | $8,291-100.0% | $6,940-100.0% |