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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,697 | $61,166-23.7% | $185,849-74.9% | $79,391-41.2% |
| Participation rate | 94.4% | 66.6%+27.8pp | 81.7%+12.7pp | 70.7%+23.7pp |
| Annual return | 17.27% | 19.45%-2.2pp | 122.10%-104.8pp | 116.88%-99.6pp |
| Employer contribution / active EE | $2,468 | $2,321+6.3% | $5,169-52.3% | $2,428+1.6% |
| Participant deferral / active EE | $2,568 | $2,789-7.9% | $5,569-53.9% | $4,046-36.5% |
| Admin fee / account holder | $16 | $710-97.7% | $16,244-99.9% | $627-97.4% |