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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,379 | $73,787-45.3% | $98,716-59.1% | $82,448-51.0% |
| Participation rate | 90.9% | 61.4%+29.5pp | 69.3%+21.6pp | 68.1%+22.8pp |
| Annual return | 22.43% | 18.57%+3.9pp | 31.81%-9.4pp | 41.64%-19.2pp |
| Employer contribution / active EE | $3,733 | $1,511+147.0% | $2,279+63.8% | $2,551+46.3% |
| Participant deferral / active EE | $8,198 | $3,081+166.0% | $4,048+102.5% | $4,139+98.0% |
| Admin fee / account holder | $143 | $6,500-97.8% | $8,703-98.4% | $7,234-98.0% |