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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,928 | $43,338-40.2% | $59,887-56.7% | $64,173-59.6% |
| Participation rate | 92.3% | 69.2%+23.1pp | 74.7%+17.6pp | 69.6%+22.7pp |
| Annual return | 8.82% | -1.55%+10.4pp | 3.46%+5.4pp | 7.63%+1.2pp |
| Employer contribution / active EE | $1,448 | $2,030-28.7% | $2,722-46.8% | $2,381-39.2% |
| Participant deferral / active EE | $2,709 | $2,547+6.3% | $3,402-20.4% | $3,470-21.9% |
| Admin fee / account holder | $107 | $3,007-96.4% | $3,591-97.0% | $4,887-97.8% |