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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,806 | $65,712-59.2% | $57,196-53.1% | $273,972-90.2% |
| Participation rate | 94.1% | 78.3%+15.8pp | 75.3%+18.8pp | 83.0%+11.1pp |
| Annual return | 7.51% | 22.01%-14.5pp | 14.59%-7.1pp | 41.46%-33.9pp |
| Employer contribution / active EE | $0 | $3,280-100.0% | $2,683-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $969 | $3,782-74.4% | $3,096-68.7% | $5,287-81.7% |
| Admin fee / account holder | $201 | $4,838-95.8% | $3,141-93.6% | $10,133-98.0% |