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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,640 | $90,486-61.7% | $78,676-56.0% | $273,972-87.4% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 5.89% | 75.62%-69.7pp | 62.19%-56.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,040 | $3,175-67.2% | $2,850-63.5% | $4,869-78.6% |
| Participant deferral / active EE | $2,969 | $3,901-23.9% | $3,517-15.6% | $5,287-43.8% |
| Admin fee / account holder | $11 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |