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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,498 | $81,276-82.2% | $155,574-90.7% | $80,925-82.1% |
| Participation rate | 74.4% | 66.2%+8.1pp | 78.2%-3.9pp | 67.7%+6.7pp |
| Annual return | 18.06% | 33.36%-15.3pp | 64.87%-46.8pp | 35.65%-17.6pp |
| Employer contribution / active EE | $436 | $3,103-85.9% | $4,676-90.7% | $2,756-84.2% |
| Participant deferral / active EE | $2,268 | $3,453-34.3% | $5,629-59.7% | $4,299-47.2% |
| Admin fee / account holder | $173 | $7,993-97.8% | $15,914-98.9% | $6,940-97.5% |