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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,365 | $181,896-82.2% | $156,551-79.3% | $273,972-88.2% |
| Participation rate | 85.0% | 88.4%-3.4pp | 84.0%+1.0pp | 83.0%+2.0pp |
| Annual return | 8.66% | 30.74%-22.1pp | 32.23%-23.6pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,789 | $6,248-71.4% | $5,501-67.5% | $4,869-63.2% |
| Participant deferral / active EE | $4,542 | $5,550-18.2% | $4,871-6.8% | $5,287-14.1% |
| Admin fee / account holder | $294 | $15,560-98.1% | $13,028-97.7% | $10,133-97.1% |