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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,133 | $76,551-52.8% | $123,894-70.8% | $62,881-42.5% |
| Participation rate | 97.9% | 73.0%+24.9pp | 81.4%+16.5pp | 69.3%+28.6pp |
| Annual return | 11.17% | 18.68%-7.5pp | 47.52%-36.4pp | 20.14%-9.0pp |
| Employer contribution / active EE | $3,436 | $2,882+19.2% | $4,617-25.6% | $2,281+50.7% |
| Participant deferral / active EE | $4,831 | $4,840-0.2% | $5,984-19.3% | $3,203+50.8% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |