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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,102 | $81,276-43.3% | $155,574-70.4% | $80,925-43.0% |
| Participation rate | 72.7% | 66.2%+6.5pp | 78.2%-5.5pp | 67.7%+5.1pp |
| Annual return | 14.81% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $2,195 | $3,103-29.3% | $4,676-53.0% | $2,756-20.3% |
| Participant deferral / active EE | $5,466 | $3,453+58.3% | $5,629-2.9% | $4,299+27.2% |
| Admin fee / account holder | $292 | $7,993-96.3% | $15,914-98.2% | $6,940-95.8% |