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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,810 | $65,712-31.8% | $57,196-21.7% | $273,972-83.6% |
| Participation rate | 93.3% | 78.3%+15.0pp | 75.3%+18.0pp | 83.0%+10.3pp |
| Annual return | 10.32% | 22.01%-11.7pp | 14.59%-4.3pp | 41.46%-31.1pp |
| Employer contribution / active EE | $4,644 | $3,280+41.6% | $2,683+73.1% | $4,869-4.6% |
| Participant deferral / active EE | $5,153 | $3,782+36.2% | $3,096+66.4% | $5,287-2.5% |
| Admin fee / account holder | $31 | $4,838-99.4% | $3,141-99.0% | $10,133-99.7% |