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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,733 | $103,387-77.0% | $87,102-72.8% | $152,885-84.5% |
| Participation rate | 76.9% | 79.4%-2.4pp | 76.9%+0.1pp | 82.5%-5.5pp |
| Annual return | 25.61% | 28.10%-2.5pp | 28.19%-2.6pp | 345.39%-319.8pp |
| Employer contribution / active EE | $1,204 | $3,221-62.6% | $2,521-52.2% | $4,763-74.7% |
| Participant deferral / active EE | $3,362 | $4,778-29.6% | $4,048-17.0% | $5,851-42.5% |
| Admin fee / account holder | $137 | $12,193-98.9% | $7,491-98.2% | $11,598-98.8% |