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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,071 | $181,896-74.7% | $156,551-70.6% | $273,972-83.2% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 5.27% | 30.74%-25.5pp | 32.23%-27.0pp | 41.46%-36.2pp |
| Employer contribution / active EE | $2,312 | $6,248-63.0% | $5,501-58.0% | $4,869-52.5% |
| Participant deferral / active EE | $4,355 | $5,550-21.5% | $4,871-10.6% | $5,287-17.6% |
| Admin fee / account holder | $277 | $15,560-98.2% | $13,028-97.9% | $10,133-97.3% |