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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,890 | $49,239-49.5% | $70,462-64.7% | $79,858-68.8% |
| Participation rate | 98.5% | 69.2%+29.3pp | 75.1%+23.4pp | 69.6%+28.8pp |
| Annual return | 16.95% | 30.08%-13.1pp | 109.08%-92.1pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,404 | $2,100-33.1% | $2,737-48.7% | $2,471-43.2% |
| Participant deferral / active EE | $2,875 | $2,769+3.8% | $3,710-22.5% | $3,740-23.1% |
| Admin fee / account holder | $198 | $2,876-93.1% | $3,845-94.9% | $5,306-96.3% |