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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,392 | $45,050-23.7% | $63,018-45.4% | $70,126-51.0% |
| Participation rate | 90.0% | 69.5%+20.5pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 12.78% | 18.76%-6.0pp | 87.62%-74.8pp | 73.15%-60.4pp |
| Employer contribution / active EE | $508 | $2,052-75.2% | $2,761-81.6% | $2,343-78.3% |
| Participant deferral / active EE | $820 | $2,466-66.7% | $3,330-75.4% | $3,332-75.4% |
| Admin fee / account holder | $268 | $2,834-90.5% | $3,601-92.6% | $4,645-94.2% |