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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,409 | $99,345-40.2% | $84,753-29.9% | $273,972-78.3% |
| Participation rate | 76.9% | 80.7%-3.8pp | 76.6%+0.3pp | 83.0%-6.1pp |
| Annual return | 6.43% | 22.93%-16.5pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $980 | $4,214-76.7% | $3,574-72.6% | $4,869-79.9% |
| Participant deferral / active EE | $2,904 | $4,270-32.0% | $3,712-21.8% | $5,287-45.1% |
| Admin fee / account holder | $153 | $6,645-97.7% | $5,333-97.1% | $10,133-98.5% |