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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,723 | $47,848-33.7% | $81,473-61.1% | $70,126-54.8% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 18.05% | 27.25%-9.2pp | 38.78%-20.7pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,113 | $1,527+300.3% | $2,568+138.0% | $2,343+160.9% |
| Participant deferral / active EE | $4,201 | $2,453+71.3% | $3,537+18.8% | $3,332+26.1% |
| Admin fee / account holder | $211 | $3,145-93.3% | $4,561-95.4% | $4,645-95.5% |