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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,129 | $86,940-53.8% | $102,434-60.8% | $80,935-50.4% |
| Participation rate | 84.8% | 72.4%+12.4pp | 76.5%+8.3pp | 67.7%+17.1pp |
| Annual return | 13.09% | 18.89%-5.8pp | 29.46%-16.4pp | 35.66%-22.6pp |
| Employer contribution / active EE | $3,695 | $2,370+55.9% | $3,023+22.2% | $2,757+34.0% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,055-100.0% | $4,299-100.0% |
| Admin fee / account holder | $48 | $8,047-99.4% | $9,462-99.5% | $6,924-99.3% |