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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,933 | $213,785-76.2% | $185,441-72.5% | $155,188-67.2% |
| Participation rate | 75.0% | 83.2%-8.2pp | 80.3%-5.3pp | 80.8%-5.8pp |
| Annual return | 21.67% | 19.97%+1.7pp | 20.16%+1.5pp | 148.84%-127.2pp |
| Employer contribution / active EE | $2,971 | $5,393-44.9% | $4,672-36.4% | $4,248-30.1% |
| Participant deferral / active EE | $2,971 | $6,864-56.7% | $6,152-51.7% | $6,531-54.5% |
| Admin fee / account holder | $234 | $21,134-98.9% | $17,890-98.7% | $14,480-98.4% |