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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,126 | $126,661-31.2% | $113,397-23.2% | $138,895-37.3% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.5%-5.1pp | 79.9%-8.5pp |
| Annual return | 16.67% | 25.05%-8.4pp | 23.20%-6.5pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,498 | $3,456-56.6% | $2,977-49.7% | $4,194-64.3% |
| Participant deferral / active EE | $2,996 | $5,693-47.4% | $5,076-41.0% | $6,396-53.2% |
| Admin fee / account holder | $116 | $14,549-99.2% | $11,957-99.0% | $12,562-99.1% |