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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,903 | $105,623-56.5% | $87,502-47.5% | $273,972-83.2% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 10.65% | 12.26%-1.6pp | 12.21%-1.6pp | 41.46%-30.8pp |
| Employer contribution / active EE | $1,521 | $3,141-51.6% | $2,550-40.3% | $4,869-68.8% |
| Participant deferral / active EE | $5,084 | $3,601+41.2% | $3,149+61.5% | $5,287-3.9% |
| Admin fee / account holder | $212 | $4,781-95.6% | $4,221-95.0% | $10,133-97.9% |