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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,008 | $99,345-50.7% | $84,753-42.2% | $273,972-82.1% |
| Participation rate | 80.0% | 80.7%-0.7pp | 76.6%+3.4pp | 83.0%-3.0pp |
| Annual return | 5.55% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,602 | $4,214-62.0% | $3,574-55.2% | $4,869-67.1% |
| Participant deferral / active EE | $1,794 | $4,270-58.0% | $3,712-51.7% | $5,287-66.1% |
| Admin fee / account holder | $100 | $6,645-98.5% | $5,333-98.1% | $10,133-99.0% |