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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,635 | $76,407-32.4% | $150,298-65.6% | $82,448-37.4% |
| Participation rate | 96.0% | 66.4%+29.6pp | 77.8%+18.2pp | 68.1%+27.9pp |
| Annual return | 18.96% | 39.99%-21.0pp | 62.79%-43.8pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,445 | $2,614-6.5% | $4,154-41.1% | $2,551-4.1% |
| Participant deferral / active EE | $3,582 | $3,214+11.4% | $5,453-34.3% | $4,139-13.5% |
| Admin fee / account holder | $257 | $6,352-95.9% | $14,116-98.2% | $7,234-96.4% |