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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,666 | $65,685-45.7% | $57,181-37.6% | $273,965-87.0% |
| Participation rate | 95.8% | 78.3%+17.5pp | 75.3%+20.5pp | 83.0%+12.8pp |
| Annual return | 7.49% | 21.99%-14.5pp | 14.59%-7.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $7,617 | $3,279+132.3% | $2,682+184.0% | $4,869+56.5% |
| Participant deferral / active EE | $1,481 | $3,781-60.8% | $3,096-52.2% | $5,287-72.0% |
| Admin fee / account holder | $0 | $4,835-100.0% | $3,139-100.0% | $10,132-100.0% |