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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,455 | $99,345-62.3% | $84,753-55.8% | $273,972-86.3% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 6.75% | 22.93%-16.2pp | 22.78%-16.0pp | 41.46%-34.7pp |
| Employer contribution / active EE | $2,857 | $4,214-32.2% | $3,574-20.1% | $4,869-41.3% |
| Participant deferral / active EE | $5,422 | $4,270+27.0% | $3,712+46.1% | $5,287+2.6% |
| Admin fee / account holder | $161 | $6,645-97.6% | $5,333-97.0% | $10,133-98.4% |