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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,421 | $115,911-72.9% | $100,530-68.7% | $158,950-80.2% |
| Participation rate | 90.9% | 81.6%+9.3pp | 79.4%+11.5pp | 82.0%+8.9pp |
| Annual return | 33.90% | 34.80%-0.9pp | 30.89%+3.0pp | 302.91%-269.0pp |
| Employer contribution / active EE | $3,980 | $4,104-3.0% | $3,418+16.4% | $4,762-16.4% |
| Participant deferral / active EE | $9,312 | $6,676+39.5% | $6,271+48.5% | $5,983+55.7% |
| Admin fee / account holder | $209 | $10,999-98.1% | $8,083-97.4% | $11,248-98.1% |