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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,204 | $90,486-53.4% | $78,676-46.4% | $273,972-84.6% |
| Participation rate | 89.5% | 76.5%+13.0pp | 73.6%+15.9pp | 83.0%+6.5pp |
| Annual return | 6.81% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,401 | $3,175-24.4% | $2,850-15.7% | $4,869-50.7% |
| Participant deferral / active EE | $1,442 | $3,901-63.0% | $3,517-59.0% | $5,287-72.7% |
| Admin fee / account holder | $240 | $5,263-95.4% | $4,510-94.7% | $10,133-97.6% |