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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,241 | $114,119-53.3% | $107,187-50.3% | $138,895-61.7% |
| Participation rate | 85.0% | 78.1%+6.9pp | 75.0%+10.0pp | 79.9%+5.1pp |
| Annual return | 19.32% | 273.21%-253.9pp | 204.55%-185.2pp | 145.39%-126.1pp |
| Employer contribution / active EE | $1,570 | $4,059-61.3% | $3,782-58.5% | $4,194-62.6% |
| Participant deferral / active EE | $7,460 | $5,538+34.7% | $5,096+46.4% | $6,396+16.6% |
| Admin fee / account holder | $277 | $10,024-97.2% | $9,162-97.0% | $12,562-97.8% |