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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,139 | $45,050-53.1% | $63,018-66.5% | $70,126-69.9% |
| Participation rate | 98.1% | 69.5%+28.6pp | 74.8%+23.3pp | 69.5%+28.5pp |
| Annual return | 16.21% | 18.76%-2.6pp | 87.62%-71.4pp | 73.15%-56.9pp |
| Employer contribution / active EE | $462 | $2,052-77.5% | $2,761-83.3% | $2,343-80.3% |
| Participant deferral / active EE | $923 | $2,466-62.6% | $3,330-72.3% | $3,332-72.3% |
| Admin fee / account holder | $125 | $2,834-95.6% | $3,601-96.5% | $4,645-97.3% |