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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,707 | $199,109-83.1% | $173,730-80.6% | $154,746-78.2% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.6%+12.7pp | 80.7%+11.6pp |
| Annual return | 21.28% | 20.02%+1.3pp | 19.96%+1.3pp | 172.34%-151.1pp |
| Employer contribution / active EE | $3,337 | $5,311-37.2% | $4,577-27.1% | $4,379-23.8% |
| Participant deferral / active EE | $7,268 | $7,113+2.2% | $6,326+14.9% | $6,730+8.0% |
| Admin fee / account holder | $25 | $20,916-99.9% | $17,523-99.9% | $14,365-99.8% |