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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,845 | $78,520-39.1% | $96,576-50.5% | $82,448-42.0% |
| Participation rate | 93.8% | 77.7%+16.0pp | 81.4%+12.3pp | 68.1%+25.7pp |
| Annual return | 19.91% | 41.30%-21.4pp | 38.47%-18.6pp | 41.64%-21.7pp |
| Employer contribution / active EE | $1,719 | $2,630-34.6% | $3,553-51.6% | $2,551-32.6% |
| Participant deferral / active EE | $3,583 | $6,754-46.9% | $7,956-55.0% | $4,139-13.4% |
| Admin fee / account holder | $239 | $13,455-98.2% | $11,381-97.9% | $7,234-96.7% |