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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,630 | $78,013-67.1% | $178,449-85.6% | $80,911-68.3% |
| Participation rate | 90.9% | 65.7%+25.2pp | 77.1%+13.8pp | 67.6%+23.3pp |
| Annual return | 19.38% | 18.07%+1.3pp | 27.09%-7.7pp | 35.63%-16.2pp |
| Employer contribution / active EE | $3,437 | $2,287+50.3% | $3,951-13.0% | $2,756+24.7% |
| Participant deferral / active EE | $5,853 | $4,408+32.8% | $6,277-6.7% | $4,297+36.2% |
| Admin fee / account holder | $239 | $7,166-96.7% | $10,362-97.7% | $6,935-96.6% |