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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,431 | $73,988-58.9% | $96,538-68.5% | $75,177-59.5% |
| Participation rate | 85.3% | 66.4%+18.9pp | 74.3%+10.9pp | 67.2%+18.1pp |
| Annual return | 24.33% | 26.73%-2.4pp | 35.74%-11.4pp | 160.75%-136.4pp |
| Employer contribution / active EE | $2,617 | $2,930-10.7% | $3,740-30.0% | $2,671-2.0% |
| Participant deferral / active EE | $5,254 | $3,660+43.5% | $4,880+7.7% | $4,126+27.3% |
| Admin fee / account holder | $262 | $5,220-95.0% | $6,737-96.1% | $5,651-95.4% |