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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,962 | $93,598-63.7% | $135,974-75.0% | $75,173-54.8% |
| Participation rate | 81.5% | 75.2%+6.3pp | 81.9%-0.4pp | 67.2%+14.3pp |
| Annual return | 23.77% | 30.89%-7.1pp | 68.30%-44.5pp | 160.72%-137.0pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $9,444 | $6,405+47.4% | $7,760+21.7% | $4,126+128.9% |
| Admin fee / account holder | $238 | $6,978-96.6% | $10,767-97.8% | $5,651-95.8% |