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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,526 | $76,551-56.2% | $123,894-72.9% | $62,881-46.7% |
| Participation rate | 84.8% | 73.0%+11.9pp | 81.4%+3.4pp | 69.3%+15.5pp |
| Annual return | 44.02% | 18.68%+25.3pp | 47.52%-3.5pp | 20.14%+23.9pp |
| Employer contribution / active EE | $3,494 | $2,882+21.2% | $4,617-24.3% | $2,281+53.2% |
| Participant deferral / active EE | $4,116 | $4,840-15.0% | $5,984-31.2% | $3,203+28.5% |
| Admin fee / account holder | $26 | $4,826-99.5% | $8,357-99.7% | $4,296-99.4% |