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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,933 | $199,109-74.4% | $173,730-70.7% | $154,746-67.1% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 21.67% | 20.02%+1.7pp | 19.96%+1.7pp | 172.34%-150.7pp |
| Employer contribution / active EE | $2,971 | $5,311-44.1% | $4,577-35.1% | $4,379-32.2% |
| Participant deferral / active EE | $2,971 | $7,113-58.2% | $6,326-53.0% | $6,730-55.9% |
| Admin fee / account holder | $234 | $20,916-98.9% | $17,523-98.7% | $14,365-98.4% |