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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,820 | $106,247-39.9% | $96,515-33.9% | $139,466-54.2% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 17.01% | 38.47%-21.5pp | 35.73%-18.7pp | 373.66%-356.7pp |
| Employer contribution / active EE | $4,100 | $4,106-0.1% | $3,740+9.6% | $4,754-13.8% |
| Participant deferral / active EE | $7,500 | $5,456+37.5% | $4,880+53.7% | $6,712+11.7% |
| Admin fee / account holder | $232 | $7,885-97.1% | $6,735-96.6% | $11,409-98.0% |