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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,272 | $42,909-66.7% | $60,906-76.6% | $68,486-79.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | 7.68% | -13.99%+21.7pp | 16.94%-9.3pp | -7.85%+15.5pp |
| Employer contribution / active EE | $2,253 | $1,979+13.8% | $2,703-16.7% | $2,597-13.2% |
| Participant deferral / active EE | $1,902 | $2,866-33.7% | $3,814-50.1% | $4,028-52.8% |
| Admin fee / account holder | $5 | $3,104-99.8% | $3,227-99.8% | $5,404-99.9% |