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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,814 | $81,358-74.4% | $155,556-86.6% | $80,959-74.3% |
| Participation rate | 97.4% | 66.3%+31.1pp | 78.2%+19.1pp | 67.7%+29.7pp |
| Annual return | 15.17% | 33.39%-18.2pp | 64.84%-49.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,325 | $3,106-25.1% | $4,675-50.3% | $2,757-15.7% |
| Participant deferral / active EE | $3,029 | $3,455-12.4% | $5,631-46.2% | $4,300-29.6% |
| Admin fee / account holder | $288 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |