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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,845 | $77,358-38.2% | $102,184-53.2% | $87,485-45.3% |
| Participation rate | 93.8% | 78.7%+15.1pp | 82.6%+11.2pp | 68.9%+24.8pp |
| Annual return | 19.91% | 41.11%-21.2pp | 31.58%-11.7pp | 26.06%-6.2pp |
| Employer contribution / active EE | $1,719 | $2,562-32.9% | $3,594-52.2% | $2,596-33.8% |
| Participant deferral / active EE | $3,583 | $6,753-46.9% | $8,309-56.9% | $4,274-16.1% |
| Admin fee / account holder | $239 | $6,809-96.5% | $11,609-97.9% | $7,775-96.9% |