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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,849 | $136,860-73.1% | $120,344-69.4% | $154,746-76.2% |
| Participation rate | 87.5% | 79.9%+7.6pp | 76.7%+10.8pp | 80.7%+6.8pp |
| Annual return | 20.95% | 21.38%-0.4pp | 20.30%+0.6pp | 172.34%-151.4pp |
| Employer contribution / active EE | $3,251 | $3,533-8.0% | $3,020+7.6% | $4,379-25.8% |
| Participant deferral / active EE | $5,855 | $5,793+1.1% | $5,135+14.0% | $6,730-13.0% |
| Admin fee / account holder | $138 | $15,393-99.1% | $12,742-98.9% | $14,365-99.0% |