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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,341 | $81,403-65.2% | $147,027-80.7% | $87,485-67.6% |
| Participation rate | 75.8% | 63.4%+12.3pp | 73.7%+2.0pp | 68.9%+6.8pp |
| Annual return | 19.75% | 16.51%+3.2pp | 20.23%-0.5pp | 26.06%-6.3pp |
| Employer contribution / active EE | $1,121 | $2,205-49.2% | $3,626-69.1% | $2,596-56.8% |
| Participant deferral / active EE | $3,477 | $3,315+4.9% | $4,933-29.5% | $4,274-18.6% |
| Admin fee / account holder | $297 | $6,755-95.6% | $12,223-97.6% | $7,775-96.2% |