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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,036 | $45,050-28.9% | $63,018-49.2% | $70,126-54.3% |
| Participation rate | 74.5% | 69.5%+5.0pp | 74.8%-0.3pp | 69.5%+4.9pp |
| Annual return | 16.31% | 18.76%-2.5pp | 87.62%-71.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $1,578 | $2,052-23.1% | $2,761-42.9% | $2,343-32.7% |
| Participant deferral / active EE | $4,507 | $2,466+82.8% | $3,330+35.4% | $3,332+35.3% |
| Admin fee / account holder | $178 | $2,834-93.7% | $3,601-95.0% | $4,645-96.2% |