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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,120 | $161,352-84.4% | $134,172-81.3% | $137,256-81.7% |
| Participation rate | 91.7% | 78.3%+13.4pp | 72.5%+19.2pp | 80.0%+11.7pp |
| Annual return | 29.83% | 28.72%+1.1pp | 25.30%+4.5pp | 220.34%-190.5pp |
| Employer contribution / active EE | $3,362 | $4,099-18.0% | $3,420-1.7% | $4,156-19.1% |
| Participant deferral / active EE | $5,194 | $5,552-6.5% | $4,690+10.7% | $6,407-18.9% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |