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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,624 | $54,541-58.5% | $78,778-71.3% | $70,126-67.7% |
| Participation rate | 93.3% | 60.8%+32.5pp | 69.2%+24.1pp | 69.5%+23.8pp |
| Annual return | 16.56% | 21.07%-4.5pp | 35.62%-19.1pp | 73.15%-56.6pp |
| Employer contribution / active EE | $5,147 | $1,089+372.9% | $1,986+159.2% | $2,343+119.7% |
| Participant deferral / active EE | $2,872 | $2,210+30.0% | $2,958-2.9% | $3,332-13.8% |
| Admin fee / account holder | $150 | $3,709-95.9% | $5,134-97.1% | $4,645-96.8% |