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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,564 | $81,487-51.4% | $102,412-61.4% | $80,935-51.1% |
| Participation rate | 76.5% | 66.8%+9.6pp | 74.5%+2.0pp | 67.7%+8.8pp |
| Annual return | 13.58% | 25.60%-12.0pp | 24.94%-11.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $1,758 | $3,103-43.3% | $3,870-54.6% | $2,757-36.2% |
| Participant deferral / active EE | $3,954 | $3,871+2.2% | $5,060-21.9% | $4,299-8.0% |
| Admin fee / account holder | $112 | $6,717-98.3% | $8,388-98.7% | $6,924-98.4% |