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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,469 | $135,956-75.4% | $123,894-73.0% | $273,972-87.8% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 18.56% | 56.63%-38.1pp | 47.52%-29.0pp | 41.46%-22.9pp |
| Employer contribution / active EE | $4,712 | $5,170-8.9% | $4,617+2.1% | $4,869-3.2% |
| Participant deferral / active EE | $11,205 | $6,343+76.7% | $5,984+87.2% | $5,287+111.9% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |