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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,088 | $63,365-65.1% | $91,994-76.0% | $72,975-69.7% |
| Participation rate | 83.9% | 72.5%+11.4pp | 78.6%+5.2pp | 69.5%+14.4pp |
| Annual return | 24.58% | 35.35%-10.8pp | 69.04%-44.5pp | 81.01%-56.4pp |
| Employer contribution / active EE | $3,390 | $2,116+60.3% | $3,453-1.8% | $2,440+38.9% |
| Participant deferral / active EE | $5,652 | $4,883+15.7% | $5,924-4.6% | $3,608+56.7% |
| Admin fee / account holder | $223 | $4,670-95.2% | $7,744-97.1% | $5,124-95.6% |