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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,380 | $76,551-62.9% | $123,894-77.1% | $62,881-54.9% |
| Participation rate | 85.7% | 73.0%+12.7pp | 81.4%+4.3pp | 69.3%+16.4pp |
| Annual return | 15.19% | 18.68%-3.5pp | 47.52%-32.3pp | 20.14%-5.0pp |
| Employer contribution / active EE | $3,603 | $2,882+25.0% | $4,617-22.0% | $2,281+58.0% |
| Participant deferral / active EE | $6,109 | $4,840+26.2% | $5,984+2.1% | $3,203+90.7% |
| Admin fee / account holder | $197 | $4,826-95.9% | $8,357-97.6% | $4,296-95.4% |