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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,562 | $81,233-36.5% | $155,567-66.9% | $80,874-36.2% |
| Participation rate | 84.0% | 66.2%+17.8pp | 78.2%+5.8pp | 67.6%+16.4pp |
| Annual return | 20.05% | 33.33%-13.3pp | 64.74%-44.7pp | 35.62%-15.6pp |
| Employer contribution / active EE | $4,443 | $3,101+43.3% | $4,674-4.9% | $2,756+61.2% |
| Participant deferral / active EE | $4,756 | $3,452+37.8% | $5,628-15.5% | $4,297+10.7% |
| Admin fee / account holder | $20 | $7,998-99.7% | $15,916-99.9% | $6,935-99.7% |