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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,375 | $38,595+33.1% | $80,004-35.8% | $52,331-1.8% |
| Participation rate | 98.2% | 64.5%+33.7pp | 73.0%+25.2pp | 68.1%+30.1pp |
| Annual return | 24.28% | 2.04%+22.2pp | 7.63%+16.6pp | 4.54%+19.7pp |
| Employer contribution / active EE | $2,731 | $1,133+141.1% | $2,473+10.5% | $1,882+45.1% |
| Participant deferral / active EE | $0 | $2,318-100.0% | $3,204-100.0% | $3,022-100.0% |
| Admin fee / account holder | $274 | $304-9.8% | $5,033-94.6% | $592-53.6% |