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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,143 | $105,623-40.2% | $87,502-27.8% | $273,972-77.0% |
| Participation rate | 79.2% | 78.2%+1.0pp | 73.8%+5.3pp | 83.0%-3.8pp |
| Annual return | 8.76% | 12.26%-3.5pp | 12.21%-3.4pp | 41.46%-32.7pp |
| Employer contribution / active EE | $505 | $3,141-83.9% | $2,550-80.2% | $4,869-89.6% |
| Participant deferral / active EE | $2,851 | $3,601-20.8% | $3,149-9.5% | $5,287-46.1% |
| Admin fee / account holder | $7 | $4,781-99.9% | $4,221-99.8% | $10,133-99.9% |