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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,590 | $105,623-46.4% | $87,502-35.3% | $273,972-79.3% |
| Participation rate | 76.2% | 78.2%-2.0pp | 73.8%+2.4pp | 83.0%-6.8pp |
| Annual return | 3.63% | 12.26%-8.6pp | 12.21%-8.6pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,415 | $3,141-23.1% | $2,550-5.3% | $4,869-50.4% |
| Participant deferral / active EE | $2,832 | $3,601-21.3% | $3,149-10.0% | $5,287-46.4% |
| Admin fee / account holder | $180 | $4,781-96.2% | $4,221-95.7% | $10,133-98.2% |