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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,323 | $23,330-81.5% | $64,489-93.3% | $82,448-94.8% |
| Participation rate | 85.2% | 68.3%+16.9pp | 67.7%+17.5pp | 68.1%+17.1pp |
| Annual return | 21.18% | 83.66%-62.5pp | 55.03%-33.8pp | 41.64%-20.5pp |
| Employer contribution / active EE | $625 | $824-24.2% | $1,523-59.0% | $2,551-75.5% |
| Participant deferral / active EE | $1,261 | $1,707-26.2% | $2,778-54.6% | $4,139-69.5% |
| Admin fee / account holder | $208 | $2,946-92.9% | $4,260-95.1% | $7,234-97.1% |