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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,967 | $69,518-82.8% | $59,887-80.0% | $135,379-91.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.7%+5.3pp | 82.6%-2.6pp |
| Annual return | 9.64% | 7.95%+1.7pp | 3.46%+6.2pp | 519.79%-510.2pp |
| Employer contribution / active EE | $1,269 | $3,235-60.8% | $2,722-53.4% | $4,779-73.4% |
| Participant deferral / active EE | $2,801 | $4,204-33.4% | $3,402-17.7% | $5,609-50.1% |
| Admin fee / account holder | $47 | $5,734-99.2% | $3,591-98.7% | $10,828-99.6% |