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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,562 | $81,358-36.6% | $155,556-66.9% | $80,959-36.3% |
| Participation rate | 84.0% | 66.3%+17.7pp | 78.2%+5.8pp | 67.7%+16.3pp |
| Annual return | 20.05% | 33.39%-13.3pp | 64.84%-44.8pp | 35.67%-15.6pp |
| Employer contribution / active EE | $4,443 | $3,106+43.0% | $4,675-5.0% | $2,757+61.1% |
| Participant deferral / active EE | $4,756 | $3,455+37.6% | $5,631-15.5% | $4,300+10.6% |
| Admin fee / account holder | $20 | $7,994-99.7% | $15,885-99.9% | $6,925-99.7% |