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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,728 | $215,361-75.5% | $171,082-69.2% | $273,972-80.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 76.7%+12.2pp | 83.0%+5.9pp |
| Annual return | 9.33% | 25.14%-15.8pp | 32.56%-23.2pp | 41.46%-32.1pp |
| Employer contribution / active EE | $910 | $4,967-81.7% | $4,002-77.3% | $4,869-81.3% |
| Participant deferral / active EE | $2,729 | $5,543-50.8% | $4,797-43.1% | $5,287-48.4% |
| Admin fee / account holder | $3 | $10,846-100.0% | $8,520-100.0% | $10,133-100.0% |