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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,891 | $57,828-48.3% | $117,039-74.5% | $70,124-57.4% |
| Participation rate | 92.1% | 67.1%+25.0pp | 77.2%+14.9pp | 69.5%+22.6pp |
| Annual return | 13.12% | 17.55%-4.4pp | 18.95%-5.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,996 | $1,816+9.9% | $3,785-47.3% | $2,342-14.8% |
| Participant deferral / active EE | $3,574 | $2,438+46.6% | $3,929-9.1% | $3,332+7.3% |
| Admin fee / account holder | $242 | $3,548-93.2% | $5,974-96.0% | $4,645-94.8% |