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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,736 | $77,638-61.7% | $156,551-81.0% | $62,881-52.7% |
| Participation rate | 94.7% | 71.2%+23.5pp | 84.0%+10.7pp | 69.3%+25.4pp |
| Annual return | 7.39% | 50.33%-42.9pp | 32.23%-24.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,912 | $3,444-44.5% | $5,501-65.2% | $2,281-16.2% |
| Participant deferral / active EE | $1,727 | $3,046-43.3% | $4,871-64.5% | $3,203-46.1% |
| Admin fee / account holder | $240 | $5,561-95.7% | $13,028-98.2% | $4,296-94.4% |