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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,889 | $76,407-88.4% | $150,298-94.1% | $82,448-89.2% |
| Participation rate | 74.4% | 66.4%+8.0pp | 77.8%-3.4pp | 68.1%+6.3pp |
| Annual return | 41.29% | 39.99%+1.3pp | 62.79%-21.5pp | 41.64%-0.3pp |
| Employer contribution / active EE | $395 | $2,614-84.9% | $4,154-90.5% | $2,551-84.5% |
| Participant deferral / active EE | $1,275 | $3,214-60.3% | $5,453-76.6% | $4,139-69.2% |
| Admin fee / account holder | $83 | $6,352-98.7% | $14,116-99.4% | $7,234-98.8% |