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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,253 | $100,970-51.2% | $96,576-49.0% | $137,256-64.1% |
| Participation rate | 94.7% | 82.6%+12.1pp | 81.4%+13.3pp | 80.0%+14.8pp |
| Annual return | 16.57% | 38.16%-21.6pp | 38.47%-21.9pp | 220.34%-203.8pp |
| Employer contribution / active EE | $2,159 | $3,809-43.3% | $3,553-39.2% | $4,156-48.0% |
| Participant deferral / active EE | $5,641 | $8,286-31.9% | $7,956-29.1% | $6,407-11.9% |
| Admin fee / account holder | $31 | $11,312-99.7% | $11,381-99.7% | $12,270-99.7% |