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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,557 | $65,712-77.8% | $57,196-74.5% | $273,972-94.7% |
| Participation rate | 71.4% | 78.3%-6.9pp | 75.3%-3.9pp | 83.0%-11.6pp |
| Annual return | 4.65% | 22.01%-17.4pp | 14.59%-9.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $805 | $3,280-75.4% | $2,683-70.0% | $4,869-83.5% |
| Participant deferral / active EE | $4,147 | $3,782+9.7% | $3,096+33.9% | $5,287-21.6% |
| Admin fee / account holder | $16 | $4,838-99.7% | $3,141-99.5% | $10,133-99.8% |