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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,351 | $112,729-40.3% | $98,716-31.8% | $137,256-50.9% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 19.57% | 38.48%-18.9pp | 31.81%-12.2pp | 220.34%-200.8pp |
| Employer contribution / active EE | $2,162 | $2,725-20.7% | $2,279-5.1% | $4,156-48.0% |
| Participant deferral / active EE | $9,279 | $4,640+100.0% | $4,048+129.3% | $6,407+44.8% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |