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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,864 | $65,712-19.6% | $57,196-7.6% | $273,972-80.7% |
| Participation rate | 86.7% | 78.3%+8.3pp | 75.3%+11.3pp | 83.0%+3.7pp |
| Annual return | 6.05% | 22.01%-16.0pp | 14.59%-8.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $866 | $3,280-73.6% | $2,683-67.7% | $4,869-82.2% |
| Participant deferral / active EE | $4,316 | $3,782+14.1% | $3,096+39.4% | $5,287-18.4% |
| Admin fee / account holder | $41 | $4,838-99.2% | $3,141-98.7% | $10,133-99.6% |