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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,479 | $45,082-52.4% | $69,464-69.1% | $72,975-70.6% |
| Participation rate | 79.3% | 68.5%+10.8pp | 74.6%+4.7pp | 69.5%+9.8pp |
| Annual return | 35.13% | 22.66%+12.5pp | 28.98%+6.2pp | 81.01%-45.9pp |
| Employer contribution / active EE | $5,890 | $2,055+186.6% | $2,779+111.9% | $2,440+141.4% |
| Participant deferral / active EE | $2,841 | $2,604+9.1% | $3,536-19.7% | $3,608-21.3% |
| Admin fee / account holder | $209 | $3,057-93.2% | $3,840-94.6% | $5,124-95.9% |