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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,439 | $57,073-72.9% | $85,126-81.9% | $80,925-80.9% |
| Participation rate | 96.3% | 56.4%+39.9pp | 67.5%+28.8pp | 67.7%+28.6pp |
| Annual return | 10.93% | 21.69%-10.8pp | 66.63%-55.7pp | 35.65%-24.7pp |
| Employer contribution / active EE | $1,254 | $1,801-30.4% | $2,731-54.1% | $2,756-54.5% |
| Participant deferral / active EE | $2,968 | $3,113-4.7% | $4,523-34.4% | $4,299-31.0% |
| Admin fee / account holder | $276 | $4,988-94.5% | $6,160-95.5% | $6,940-96.0% |