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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,087 | $71,873-40.1% | $86,698-50.3% | $68,490-37.1% |
| Participation rate | 73.7% | 72.2%+1.4pp | 76.6%-2.9pp | 67.9%+5.8pp |
| Annual return | 35.27% | 3.54%+31.7pp | 35.96%-0.7pp | -7.85%+43.1pp |
| Employer contribution / active EE | $1,431 | $2,173-34.1% | $2,837-49.5% | $2,597-44.9% |
| Participant deferral / active EE | $3,800 | $3,779+0.5% | $4,656-18.4% | $4,028-5.7% |
| Admin fee / account holder | $277 | $6,110-95.5% | $7,492-96.3% | $5,403-94.9% |