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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,200 | $57,828-18.4% | $117,039-59.7% | $70,126-32.7% |
| Participation rate | 92.0% | 67.1%+24.9pp | 77.2%+14.8pp | 69.5%+22.5pp |
| Annual return | 18.06% | 17.55%+0.5pp | 18.95%-0.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $8,178 | $1,816+350.4% | $3,785+116.1% | $2,343+249.1% |
| Participant deferral / active EE | $3,232 | $2,438+32.6% | $3,929-17.7% | $3,332-3.0% |
| Admin fee / account holder | $4 | $3,548-99.9% | $5,974-99.9% | $4,645-99.9% |