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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,614 | $52,306-60.6% | $69,779-70.5% | $62,881-67.2% |
| Participation rate | 80.0% | 67.2%+12.8pp | 71.8%+8.2pp | 69.3%+10.7pp |
| Annual return | 10.30% | 13.35%-3.1pp | 12.99%-2.7pp | 20.14%-9.8pp |
| Employer contribution / active EE | $1,541 | $1,799-14.4% | $2,338-34.1% | $2,281-32.5% |
| Participant deferral / active EE | $1,736 | $2,395-27.5% | $2,931-40.8% | $3,203-45.8% |
| Admin fee / account holder | $152 | $3,691-95.9% | $4,381-96.5% | $4,296-96.5% |