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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,841 | $99,345-83.0% | $84,753-80.1% | $273,972-93.9% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 9.51% | 22.93%-13.4pp | 22.78%-13.3pp | 41.46%-31.9pp |
| Employer contribution / active EE | $1,385 | $4,214-67.1% | $3,574-61.3% | $4,869-71.6% |
| Participant deferral / active EE | $3,448 | $4,270-19.3% | $3,712-7.1% | $5,287-34.8% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |