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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,461 | $100,970-75.8% | $96,576-74.7% | $137,256-82.2% |
| Participation rate | 70.0% | 82.6%-12.6pp | 81.4%-11.4pp | 80.0%-10.0pp |
| Annual return | 17.50% | 38.16%-20.7pp | 38.47%-21.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $1,752 | $3,809-54.0% | $3,553-50.7% | $4,156-57.8% |
| Participant deferral / active EE | $2,564 | $8,286-69.1% | $7,956-67.8% | $6,407-60.0% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |