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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,751 | $83,061-52.1% | $126,068-68.5% | $94,015-57.7% |
| Participation rate | 96.4% | 81.2%+15.2pp | 84.7%+11.7pp | 70.8%+25.5pp |
| Annual return | 21.94% | 20.41%+1.5pp | 15.01%+6.9pp | 17.84%+4.1pp |
| Employer contribution / active EE | $3,393 | $2,864+18.5% | $3,968-14.5% | $2,790+21.6% |
| Participant deferral / active EE | $7,585 | $7,042+7.7% | $8,214-7.7% | $4,249+78.5% |
| Admin fee / account holder | $77 | $7,208-98.9% | $18,264-99.6% | $8,951-99.1% |