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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,397 | $43,338+27.8% | $59,887-7.5% | $64,173-13.7% |
| Participation rate | 92.0% | 69.2%+22.8pp | 74.7%+17.3pp | 69.6%+22.4pp |
| Annual return | 10.74% | -1.55%+12.3pp | 3.46%+7.3pp | 7.63%+3.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,068 | $2,547+98.9% | $3,402+49.0% | $3,470+46.1% |
| Admin fee / account holder | $141 | $3,007-95.3% | $3,591-96.1% | $4,887-97.1% |