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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,212 | $181,896-67.4% | $156,551-62.2% | $273,972-78.4% |
| Participation rate | 77.8% | 88.4%-10.6pp | 84.0%-6.2pp | 83.0%-5.2pp |
| Annual return | 6.62% | 30.74%-24.1pp | 32.23%-25.6pp | 41.46%-34.8pp |
| Employer contribution / active EE | $3,028 | $6,248-51.5% | $5,501-45.0% | $4,869-37.8% |
| Participant deferral / active EE | $8,948 | $5,550+61.2% | $4,871+83.7% | $5,287+69.2% |
| Admin fee / account holder | $49 | $15,560-99.7% | $13,028-99.6% | $10,133-99.5% |