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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,884 | $59,804-38.3% | $81,982-55.0% | $79,856-53.8% |
| Participation rate | 88.0% | 61.6%+26.4pp | 69.3%+18.7pp | 69.6%+18.4pp |
| Annual return | 13.78% | 17.56%-3.8pp | 41.31%-27.5pp | 31.71%-17.9pp |
| Employer contribution / active EE | $4,366 | $1,713+154.8% | $2,498+74.8% | $2,471+76.7% |
| Participant deferral / active EE | $1,876 | $2,695-30.4% | $3,722-49.6% | $3,741-49.8% |
| Admin fee / account holder | $0 | $4,288-100.0% | $5,665-100.0% | $5,306-100.0% |