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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,495 | $88,996-83.7% | $78,004-81.4% | $138,895-89.6% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.4%+16.3pp | 79.9%+5.8pp |
| Annual return | 16.12% | 28.03%-11.9pp | 31.07%-14.9pp | 145.39%-129.3pp |
| Employer contribution / active EE | $1,545 | $2,917-47.0% | $2,469-37.4% | $4,194-63.2% |
| Participant deferral / active EE | $2,191 | $4,724-53.6% | $4,092-46.4% | $6,396-65.7% |
| Admin fee / account holder | $28 | $8,807-99.7% | $7,578-99.6% | $12,562-99.8% |