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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,618 | $81,476-40.3% | $102,383-52.5% | $80,925-39.9% |
| Participation rate | 87.2% | 66.8%+20.3pp | 74.5%+12.7pp | 67.7%+19.5pp |
| Annual return | 11.69% | 25.59%-13.9pp | 24.94%-13.2pp | 35.65%-24.0pp |
| Employer contribution / active EE | $2,404 | $3,105-22.6% | $3,870-37.9% | $2,756-12.8% |
| Participant deferral / active EE | $2,558 | $3,871-33.9% | $5,060-49.4% | $4,299-40.5% |
| Admin fee / account holder | $73 | $6,717-98.9% | $8,391-99.1% | $6,940-98.9% |