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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,006 | $67,602-55.6% | $82,312-63.5% | $70,126-57.2% |
| Participation rate | 84.8% | 72.8%+12.0pp | 76.9%+7.9pp | 69.5%+15.2pp |
| Annual return | 21.10% | 21.57%-0.5pp | 25.88%-4.8pp | 73.15%-52.0pp |
| Employer contribution / active EE | $370 | $1,755-78.9% | $2,428-84.7% | $2,343-84.2% |
| Participant deferral / active EE | $1,835 | $2,987-38.6% | $3,706-50.5% | $3,332-44.9% |
| Admin fee / account holder | $83 | $4,512-98.2% | $5,608-98.5% | $4,645-98.2% |