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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,713 | $53,777-16.9% | $134,155-66.7% | $79,858-44.0% |
| Participation rate | 83.3% | 58.8%+24.6pp | 72.2%+11.1pp | 69.6%+13.7pp |
| Annual return | 19.54% | 19.01%+0.5pp | 36.34%-16.8pp | 31.72%-12.2pp |
| Employer contribution / active EE | $1,647 | $1,321+24.6% | $3,705-55.6% | $2,471-33.4% |
| Participant deferral / active EE | $4,795 | $2,420+98.1% | $3,500+37.0% | $3,740+28.2% |
| Admin fee / account holder | $234 | $3,984-94.1% | $6,685-96.5% | $5,306-95.6% |