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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,755 | $58,512-8.1% | $84,020-36.0% | $72,983-26.3% |
| Participation rate | 89.3% | 61.2%+28.1pp | 69.0%+20.3pp | 69.5%+19.8pp |
| Annual return | 21.88% | 28.93%-7.0pp | 71.31%-49.4pp | 81.01%-59.1pp |
| Employer contribution / active EE | $1,822 | $1,163+56.7% | $1,984-8.1% | $2,440-25.3% |
| Participant deferral / active EE | $4,404 | $2,394+84.0% | $3,239+36.0% | $3,608+22.1% |
| Admin fee / account holder | $257 | $4,569-94.4% | $6,101-95.8% | $5,124-95.0% |