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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,254 | $70,486-40.1% | $100,535-58.0% | $79,856-47.1% |
| Participation rate | 74.0% | 73.6%+0.4pp | 79.4%-5.4pp | 69.6%+4.4pp |
| Annual return | 27.00% | 21.90%+5.1pp | 30.90%-3.9pp | 31.71%-4.7pp |
| Employer contribution / active EE | $1,728 | $2,165-20.2% | $3,419-49.5% | $2,471-30.1% |
| Participant deferral / active EE | $4,929 | $5,182-4.9% | $6,271-21.4% | $3,741+31.8% |
| Admin fee / account holder | $8 | $4,480-99.8% | $8,085-99.9% | $5,306-99.9% |