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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,092 | $110,379-28.3% | $102,412-22.8% | $145,884-45.8% |
| Participation rate | 81.3% | 77.9%+3.3pp | 74.5%+6.7pp | 80.3%+0.9pp |
| Annual return | 18.84% | 24.84%-6.0pp | 24.94%-6.1pp | 551.85%-533.0pp |
| Employer contribution / active EE | $3,578 | $4,216-15.1% | $3,870-7.6% | $4,662-23.3% |
| Participant deferral / active EE | $9,223 | $5,622+64.1% | $5,060+82.3% | $6,690+37.9% |
| Admin fee / account holder | $232 | $9,745-97.6% | $8,388-97.2% | $13,392-98.3% |