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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,990 | $70,667-30.7% | $123,106-60.2% | $52,331-6.4% |
| Participation rate | 74.8% | 83.7%-8.9pp | 86.8%-11.9pp | 68.1%+6.7pp |
| Annual return | 8.91% | 6.23%+2.7pp | 13.22%-4.3pp | 4.54%+4.4pp |
| Employer contribution / active EE | $1,238 | $2,946-58.0% | $5,151-76.0% | $1,882-34.2% |
| Participant deferral / active EE | $3,204 | $4,493-28.7% | $6,229-48.6% | $3,022+6.0% |
| Admin fee / account holder | $132 | $506-73.8% | $9,015-98.5% | $592-77.6% |