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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,771 | $153,311-71.4% | $109,313-60.0% | $273,972-84.0% |
| Participation rate | 90.9% | 80.1%+10.8pp | 71.3%+19.6pp | 83.0%+7.9pp |
| Annual return | 10.46% | 29.86%-19.4pp | 22.07%-11.6pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,910 | $5,619-48.2% | $3,892-25.2% | $4,869-40.2% |
| Participant deferral / active EE | $2,350 | $3,932-40.2% | $3,166-25.8% | $5,287-55.6% |
| Admin fee / account holder | $103 | $8,076-98.7% | $5,666-98.2% | $10,133-99.0% |