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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,404 | $95,438-56.6% | $135,982-69.6% | $74,473-44.4% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.4pp |
| Annual return | 47.87% | 32.61%+15.3pp | 68.32%-20.5pp | 34.36%+13.5pp |
| Employer contribution / active EE | $1,210 | $3,878-68.8% | $4,859-75.1% | $2,638-54.1% |
| Participant deferral / active EE | $4,258 | $7,790-45.3% | $7,760-45.1% | $4,530-6.0% |
| Admin fee / account holder | $92 | $259-64.4% | $10,767-99.1% | $347-73.4% |