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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,704 | $93,064-72.4% | $74,577-65.5% | $273,972-90.6% |
| Participation rate | 83.3% | 74.9%+8.4pp | 68.1%+15.2pp | 83.0%+0.3pp |
| Annual return | 10.09% | 26.18%-16.1pp | 20.47%-10.4pp | 41.46%-31.4pp |
| Employer contribution / active EE | $794 | $3,160-74.9% | $2,525-68.6% | $4,869-83.7% |
| Participant deferral / active EE | $5,189 | $4,160+24.7% | $3,458+50.0% | $5,287-1.9% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |