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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,282 | $96,558-68.6% | $80,977-62.6% | $273,972-88.9% |
| Participation rate | 73.3% | 79.1%-5.7pp | 75.8%-2.5pp | 83.0%-9.7pp |
| Annual return | 6.77% | 15.14%-8.4pp | 17.11%-10.3pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,930 | $4,869-39.8% | $3,715-21.1% | $4,869-39.8% |
| Participant deferral / active EE | $5,479 | $6,598-17.0% | $5,696-3.8% | $5,287+3.6% |
| Admin fee / account holder | $195 | $7,493-97.4% | $5,517-96.5% | $10,133-98.1% |