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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,472 | $41,377-23.9% | $109,313-71.2% | $62,881-50.0% |
| Participation rate | 82.6% | 57.5%+25.1pp | 71.3%+11.3pp | 69.3%+13.3pp |
| Annual return | 7.96% | 11.05%-3.1pp | 22.07%-14.1pp | 20.14%-12.2pp |
| Employer contribution / active EE | $925 | $1,276-27.5% | $3,892-76.2% | $2,281-59.4% |
| Participant deferral / active EE | $1,801 | $2,045-11.9% | $3,166-43.1% | $3,203-43.8% |
| Admin fee / account holder | $248 | $2,884-91.4% | $5,666-95.6% | $4,296-94.2% |