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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,453 | $57,590-22.8% | $86,233-48.4% | $82,448-46.1% |
| Participation rate | 80.6% | 57.9%+22.8pp | 69.0%+11.6pp | 68.1%+12.6pp |
| Annual return | 18.10% | 22.41%-4.3pp | 61.39%-43.3pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,319 | $1,655-20.3% | $2,504-47.3% | $2,551-48.3% |
| Participant deferral / active EE | $3,728 | $3,080+21.1% | $4,559-18.2% | $4,139-9.9% |
| Admin fee / account holder | $166 | $4,730-96.5% | $8,342-98.0% | $7,234-97.7% |