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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,233 | $162,136-72.1% | $152,301-70.3% | $154,746-70.8% |
| Participation rate | 87.5% | 84.1%+3.4pp | 82.4%+5.1pp | 80.7%+6.8pp |
| Annual return | 15.99% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $2,536 | $4,890-48.1% | $4,624-45.2% | $4,379-42.1% |
| Participant deferral / active EE | $3,280 | $8,341-60.7% | $8,004-59.0% | $6,730-51.3% |
| Admin fee / account holder | $271 | $15,759-98.3% | $14,398-98.1% | $14,365-98.1% |