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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,615 | $65,582-50.3% | $64,101-49.1% | $71,511-54.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 72.3%+27.7pp | 67.9%+32.1pp |
| Annual return | 19.46% | 18.96%+0.5pp | 33.72%-14.3pp | 28.86%-9.4pp |
| Employer contribution / active EE | $3,539 | $2,671+32.5% | $2,749+28.8% | $2,589+36.7% |
| Participant deferral / active EE | $5,891 | $3,628+62.4% | $3,881+51.8% | $4,291+37.3% |
| Admin fee / account holder | $24 | $616-96.2% | $3,070-99.2% | $1,588-98.5% |