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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,790 | $76,407-66.2% | $150,298-82.8% | $82,448-68.7% |
| Participation rate | 90.9% | 66.4%+24.5pp | 77.8%+13.1pp | 68.1%+22.8pp |
| Annual return | 22.24% | 39.99%-17.7pp | 62.79%-40.5pp | 41.64%-19.4pp |
| Employer contribution / active EE | $2,602 | $2,614-0.5% | $4,154-37.4% | $2,551+2.0% |
| Participant deferral / active EE | $4,131 | $3,214+28.5% | $5,453-24.2% | $4,139-0.2% |
| Admin fee / account holder | $255 | $6,352-96.0% | $14,116-98.2% | $7,234-96.5% |