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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,254 | $124,980-83.0% | $108,359-80.4% | $154,746-86.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 14.50% | 45.00%-30.5pp | 36.89%-22.4pp | 172.34%-157.8pp |
| Employer contribution / active EE | $1,446 | $2,851-49.3% | $2,399-39.7% | $4,379-67.0% |
| Participant deferral / active EE | $3,615 | $4,743-23.8% | $4,137-12.6% | $6,730-46.3% |
| Admin fee / account holder | $188 | $11,502-98.4% | $9,741-98.1% | $14,365-98.7% |