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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,940 | $96,956-85.6% | $69,779-80.0% | $273,972-94.9% |
| Participation rate | 83.3% | 77.1%+6.3pp | 71.8%+11.5pp | 83.0%+0.3pp |
| Annual return | 14.20% | 12.93%+1.3pp | 12.99%+1.2pp | 41.46%-27.3pp |
| Employer contribution / active EE | $1,357 | $3,316-59.1% | $2,338-42.0% | $4,869-72.1% |
| Participant deferral / active EE | $2,971 | $3,744-20.6% | $2,931+1.4% | $5,287-43.8% |
| Admin fee / account holder | $31 | $7,934-99.6% | $4,381-99.3% | $10,133-99.7% |