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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,328 | $86,050-65.9% | $189,758-84.5% | $94,015-68.8% |
| Participation rate | 92.1% | 68.9%+23.2pp | 79.8%+12.3pp | 70.8%+21.3pp |
| Annual return | 25.05% | 17.77%+7.3pp | 52.62%-27.6pp | 17.84%+7.2pp |
| Employer contribution / active EE | $3,020 | $2,819+7.1% | $4,767-36.6% | $2,790+8.3% |
| Participant deferral / active EE | $5,640 | $3,349+68.4% | $5,856-3.7% | $4,249+32.7% |
| Admin fee / account holder | $239 | $6,627-96.4% | $20,388-98.8% | $8,951-97.3% |