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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,092 | $103,164-43.7% | $90,259-35.6% | $154,746-62.5% |
| Participation rate | 88.2% | 76.1%+12.1pp | 70.7%+17.5pp | 80.7%+7.5pp |
| Annual return | 25.89% | 19.25%+6.6pp | 18.88%+7.0pp | 172.34%-146.4pp |
| Employer contribution / active EE | $3,439 | $2,532+35.8% | $2,291+50.1% | $4,379-21.5% |
| Participant deferral / active EE | $7,487 | $4,422+69.3% | $3,827+95.6% | $6,730+11.2% |
| Admin fee / account holder | $3 | $8,593-100.0% | $7,267-100.0% | $14,365-100.0% |