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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,652 | $49,255-35.7% | $70,494-55.1% | $79,856-60.4% |
| Participation rate | 89.7% | 69.2%+20.5pp | 75.1%+14.6pp | 69.6%+20.0pp |
| Annual return | 8.23% | 30.10%-21.9pp | 109.16%-100.9pp | 31.71%-23.5pp |
| Employer contribution / active EE | $1,039 | $2,100-50.5% | $2,738-62.0% | $2,471-57.9% |
| Participant deferral / active EE | $2,515 | $2,768-9.2% | $3,711-32.2% | $3,741-32.8% |
| Admin fee / account holder | $146 | $2,879-94.9% | $3,848-96.2% | $5,306-97.2% |