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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,723 | $56,894-28.4% | $84,753-52.0% | $62,881-35.2% |
| Participation rate | 77.8% | 68.5%+9.2pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 13.22% | 6.30%+6.9pp | 22.78%-9.6pp | 20.14%-6.9pp |
| Employer contribution / active EE | $2,235 | $2,400-6.9% | $3,574-37.5% | $2,281-2.0% |
| Participant deferral / active EE | $4,603 | $2,709+69.9% | $3,712+24.0% | $3,203+43.7% |
| Admin fee / account holder | $60 | $3,581-98.3% | $5,333-98.9% | $4,296-98.6% |