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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,756 | $112,729-78.9% | $98,716-75.9% | $137,256-82.7% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 21.45% | 38.48%-17.0pp | 31.81%-10.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,682 | $2,725-38.3% | $2,279-26.2% | $4,156-59.5% |
| Participant deferral / active EE | $4,565 | $4,640-1.6% | $4,048+12.8% | $6,407-28.8% |
| Admin fee / account holder | $145 | $10,129-98.6% | $8,703-98.3% | $12,270-98.8% |