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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,569 | $53,841-32.1% | $75,731-51.7% | $85,851-57.4% |
| Participation rate | 70.7% | 69.0%+1.6pp | 74.8%-4.1pp | 69.3%+1.4pp |
| Annual return | 28.44% | 24.54%+3.9pp | 104.65%-76.2pp | 318.63%-290.2pp |
| Employer contribution / active EE | $1,544 | $2,017-23.5% | $2,743-43.7% | $2,565-39.8% |
| Participant deferral / active EE | $4,442 | $2,895+53.5% | $3,820+16.3% | $3,952+12.4% |
| Admin fee / account holder | $111 | $3,340-96.7% | $3,620-96.9% | $6,261-98.2% |