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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,795 | $72,273-58.8% | $101,275-70.6% | $79,856-62.7% |
| Participation rate | 79.6% | 68.5%+11.2pp | 75.8%+3.8pp | 69.6%+10.0pp |
| Annual return | 20.50% | 22.30%-1.8pp | 46.48%-26.0pp | 31.71%-11.2pp |
| Employer contribution / active EE | $944 | $2,691-64.9% | $3,660-74.2% | $2,471-61.8% |
| Participant deferral / active EE | $3,182 | $3,282-3.0% | $4,371-27.2% | $3,741-14.9% |
| Admin fee / account holder | $30 | $4,401-99.3% | $5,948-99.5% | $5,306-99.4% |