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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,204 | $48,364-60.3% | $71,796-73.3% | $62,881-69.5% |
| Participation rate | 84.2% | 60.6%+23.6pp | 69.1%+15.1pp | 69.3%+14.9pp |
| Annual return | 4.99% | 13.16%-8.2pp | 78.04%-73.0pp | 20.14%-15.2pp |
| Employer contribution / active EE | $263 | $1,042-74.8% | $1,924-86.4% | $2,281-88.5% |
| Participant deferral / active EE | $1,161 | $2,091-44.5% | $2,794-58.5% | $3,203-63.8% |
| Admin fee / account holder | $39 | $3,771-99.0% | $4,815-99.2% | $4,296-99.1% |