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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,794 | $45,041-62.7% | $63,003-73.3% | $70,131-76.1% |
| Participation rate | 81.1% | 69.5%+11.6pp | 74.8%+6.3pp | 69.5%+11.5pp |
| Annual return | 21.42% | 18.76%+2.7pp | 87.59%-66.2pp | 73.14%-51.7pp |
| Employer contribution / active EE | $2,388 | $2,052+16.4% | $2,760-13.5% | $2,342+2.0% |
| Participant deferral / active EE | $2,483 | $2,465+0.7% | $3,329-25.4% | $3,332-25.5% |
| Admin fee / account holder | $227 | $2,836-92.0% | $3,600-93.7% | $4,645-95.1% |