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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,421 | $118,488-80.2% | $98,462-76.2% | $139,487-83.2% |
| Participation rate | 85.7% | 77.5%+8.3pp | 75.2%+10.5pp | 80.3%+5.4pp |
| Annual return | 18.18% | 18.96%-0.8pp | 21.17%-3.0pp | 373.84%-355.7pp |
| Employer contribution / active EE | $1,499 | $3,611-58.5% | $3,049-50.8% | $4,755-68.5% |
| Participant deferral / active EE | $1,724 | $5,393-68.0% | $4,738-63.6% | $6,713-74.3% |
| Admin fee / account holder | $112 | $13,868-99.2% | $8,875-98.7% | $11,407-99.0% |