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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,487 | $110,278-87.8% | $95,740-85.9% | $139,466-90.3% |
| Participation rate | 85.7% | 75.7%+10.0pp | 72.3%+13.5pp | 80.3%+5.4pp |
| Annual return | 22.98% | 27.19%-4.2pp | 28.41%-5.4pp | 373.66%-350.7pp |
| Employer contribution / active EE | $2,000 | $3,260-38.7% | $2,836-29.5% | $4,754-57.9% |
| Participant deferral / active EE | $2,271 | $4,674-51.4% | $4,244-46.5% | $6,712-66.2% |
| Admin fee / account holder | $129 | $6,613-98.1% | $5,676-97.7% | $11,409-98.9% |