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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,672 | $65,712-60.9% | $57,196-55.1% | $273,972-90.6% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 5.35% | 22.01%-16.7pp | 14.59%-9.2pp | 41.46%-36.1pp |
| Employer contribution / active EE | $1,047 | $3,280-68.1% | $2,683-61.0% | $4,869-78.5% |
| Participant deferral / active EE | $752 | $3,782-80.1% | $3,096-75.7% | $5,287-85.8% |
| Admin fee / account holder | $84 | $4,838-98.3% | $3,141-97.3% | $10,133-99.2% |