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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,529 | $56,894-69.2% | $84,753-79.3% | $62,881-72.1% |
| Participation rate | 92.6% | 68.5%+24.1pp | 76.6%+16.0pp | 69.3%+23.3pp |
| Annual return | 19.07% | 6.30%+12.8pp | 22.78%-3.7pp | 20.14%-1.1pp |
| Employer contribution / active EE | $4,494 | $2,400+87.3% | $3,574+25.7% | $2,281+97.0% |
| Participant deferral / active EE | $8,830 | $2,709+225.9% | $3,712+137.9% | $3,203+175.7% |
| Admin fee / account holder | $280 | $3,581-92.2% | $5,333-94.8% | $4,296-93.5% |