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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,883 | $88,707-59.5% | $74,184-51.6% | $273,972-86.9% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 3.59% | 11.94%-8.4pp | 17.74%-14.1pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,299 | $3,159-27.2% | $2,370-3.0% | $4,869-52.8% |
| Participant deferral / active EE | $5,064 | $4,212+20.2% | $3,550+42.7% | $5,287-4.2% |
| Admin fee / account holder | $38 | $8,717-99.6% | $5,586-99.3% | $10,133-99.6% |