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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,258 | $86,938-62.9% | $102,423-68.5% | $80,925-60.1% |
| Participation rate | 71.0% | 72.4%-1.4pp | 76.5%-5.5pp | 67.7%+3.3pp |
| Annual return | 13.59% | 18.89%-5.3pp | 29.42%-15.8pp | 35.65%-22.1pp |
| Employer contribution / active EE | $1,785 | $2,369-24.7% | $3,023-40.9% | $2,756-35.2% |
| Participant deferral / active EE | $2,036 | $4,120-50.6% | $5,054-59.7% | $4,299-52.6% |
| Admin fee / account holder | $114 | $8,053-98.6% | $9,455-98.8% | $6,940-98.4% |