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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,546 | $51,606-35.0% | $129,339-74.1% | $80,911-58.5% |
| Participation rate | 84.9% | 57.0%+27.9pp | 69.6%+15.3pp | 67.6%+17.3pp |
| Annual return | 23.50% | 20.76%+2.7pp | 9437.05%-9413.6pp | 35.63%-12.1pp |
| Employer contribution / active EE | $2,127 | $1,582+34.4% | $4,154-48.8% | $2,756-22.8% |
| Participant deferral / active EE | $5,362 | $2,669+100.9% | $4,170+28.6% | $4,297+24.8% |
| Admin fee / account holder | $91 | $4,310-97.9% | $7,668-98.8% | $6,935-98.7% |