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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,682 | $77,638-50.2% | $156,551-75.3% | $62,881-38.5% |
| Participation rate | 84.4% | 71.2%+13.2pp | 84.0%+0.4pp | 69.3%+15.1pp |
| Annual return | 8.58% | 50.33%-41.7pp | 32.23%-23.6pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,574 | $3,444-54.3% | $5,501-71.4% | $2,281-31.0% |
| Participant deferral / active EE | $3,290 | $3,046+8.0% | $4,871-32.5% | $3,203+2.7% |
| Admin fee / account holder | $6 | $5,561-99.9% | $13,028-100.0% | $4,296-99.9% |