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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,370 | $111,814-70.2% | $103,378-67.7% | $145,978-77.1% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 19.29% | 24.80%-5.5pp | 24.91%-5.6pp | 550.52%-531.2pp |
| Employer contribution / active EE | $1,433 | $4,215-66.0% | $3,870-63.0% | $4,662-69.3% |
| Participant deferral / active EE | $6,731 | $5,618+19.8% | $5,058+33.1% | $6,690+0.6% |
| Admin fee / account holder | $19 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |