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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,948 | $136,860-77.4% | $120,344-74.3% | $154,746-80.0% |
| Participation rate | 76.9% | 79.9%-3.0pp | 76.7%+0.2pp | 80.7%-3.8pp |
| Annual return | 23.18% | 21.38%+1.8pp | 20.30%+2.9pp | 172.34%-149.2pp |
| Employer contribution / active EE | $3,085 | $3,533-12.7% | $3,020+2.1% | $4,379-29.6% |
| Participant deferral / active EE | $6,486 | $5,793+12.0% | $5,135+26.3% | $6,730-3.6% |
| Admin fee / account holder | $33 | $15,393-99.8% | $12,742-99.7% | $14,365-99.8% |