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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,303 | $107,666-68.1% | $102,184-66.4% | $154,746-77.8% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.6%+0.7pp | 80.7%+2.6pp |
| Annual return | 22.43% | 29.33%-6.9pp | 31.58%-9.1pp | 172.34%-149.9pp |
| Employer contribution / active EE | $3,759 | $3,846-2.3% | $3,594+4.6% | $4,379-14.2% |
| Participant deferral / active EE | $5,985 | $8,719-31.4% | $8,309-28.0% | $6,730-11.1% |
| Admin fee / account holder | $65 | $12,943-99.5% | $11,609-99.4% | $14,365-99.5% |