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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,438 | $81,276-33.0% | $155,574-65.0% | $80,925-32.7% |
| Participation rate | 88.9% | 66.2%+22.6pp | 78.2%+10.7pp | 67.7%+21.2pp |
| Annual return | 12.02% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $3,397 | $3,103+9.5% | $4,676-27.3% | $2,756+23.3% |
| Participant deferral / active EE | $4,802 | $3,453+39.1% | $5,629-14.7% | $4,299+11.7% |
| Admin fee / account holder | $0 | $7,993-100.0% | $15,914-100.0% | $6,940-100.0% |