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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,026 | $77,638-56.2% | $156,551-78.3% | $62,881-45.9% |
| Participation rate | 98.0% | 71.2%+26.8pp | 84.0%+14.0pp | 69.3%+28.7pp |
| Annual return | 5.29% | 50.33%-45.0pp | 32.23%-26.9pp | 20.14%-14.9pp |
| Employer contribution / active EE | $5,189 | $3,444+50.7% | $5,501-5.7% | $2,281+127.5% |
| Participant deferral / active EE | $4,224 | $3,046+38.7% | $4,871-13.3% | $3,203+31.9% |
| Admin fee / account holder | $266 | $5,561-95.2% | $13,028-98.0% | $4,296-93.8% |