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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,256 | $39,132-61.0% | $57,196-73.3% | $62,881-75.7% |
| Participation rate | 96.7% | 70.5%+26.2pp | 75.3%+21.3pp | 69.3%+27.4pp |
| Annual return | 6.26% | 9.24%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $1,276 | $1,874-31.9% | $2,683-52.5% | $2,281-44.1% |
| Participant deferral / active EE | $2,462 | $2,374+3.7% | $3,096-20.5% | $3,203-23.1% |
| Admin fee / account holder | $47 | $2,594-98.2% | $3,141-98.5% | $4,296-98.9% |