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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,394 | $36,916-25.8% | $156,551-82.5% | $57,658-52.5% |
| Participation rate | 97.2% | 63.4%+33.8pp | 84.0%+13.2pp | 70.2%+27.0pp |
| Annual return | 5.54% | 12.38%-6.8pp | 32.23%-26.7pp | 5.13%+0.4pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,291 | $1,926+19.0% | $4,871-53.0% | $3,061-25.2% |
| Admin fee / account holder | $5 | $82-94.1% | $13,028-100.0% | $95-94.8% |