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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,953 | $72,177-54.3% | $115,038-71.4% | $59,633-44.7% |
| Participation rate | 79.1% | 72.6%+6.5pp | 81.4%-2.3pp | 68.7%+10.4pp |
| Annual return | 11.27% | 12.02%-0.7pp | 26.14%-14.9pp | 2041.45%-2030.2pp |
| Employer contribution / active EE | $1,227 | $2,841-56.8% | $4,608-73.4% | $2,203-44.3% |
| Participant deferral / active EE | $3,217 | $4,783-32.7% | $6,026-46.6% | $3,192+0.8% |
| Admin fee / account holder | $149 | $4,927-97.0% | $8,175-98.2% | $4,297-96.5% |