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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,332 | $112,729-75.8% | $98,716-72.3% | $137,256-80.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.3%+10.7pp | 80.0%0pp |
| Annual return | 20.01% | 38.48%-18.5pp | 31.81%-11.8pp | 220.34%-200.3pp |
| Employer contribution / active EE | $1,617 | $2,725-40.7% | $2,279-29.0% | $4,156-61.1% |
| Participant deferral / active EE | $1,848 | $4,640-60.2% | $4,048-54.3% | $6,407-71.2% |
| Admin fee / account holder | $67 | $10,129-99.3% | $8,703-99.2% | $12,270-99.5% |