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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,839 | $93,064-45.4% | $74,577-31.8% | $273,972-81.4% |
| Participation rate | 71.4% | 74.9%-3.5pp | 68.1%+3.3pp | 83.0%-11.6pp |
| Annual return | 10.85% | 26.18%-15.3pp | 20.47%-9.6pp | 41.46%-30.6pp |
| Employer contribution / active EE | $4,403 | $3,160+39.4% | $2,525+74.4% | $4,869-9.6% |
| Participant deferral / active EE | $9,898 | $4,160+137.9% | $3,458+186.2% | $5,287+87.2% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |