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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,970 | $88,996-86.6% | $78,004-84.7% | $138,895-91.4% |
| Participation rate | 71.4% | 74.4%-2.9pp | 69.4%+2.0pp | 79.9%-8.5pp |
| Annual return | 41.08% | 28.03%+13.1pp | 31.07%+10.0pp | 145.39%-104.3pp |
| Employer contribution / active EE | $1,352 | $2,917-53.6% | $2,469-45.2% | $4,194-67.8% |
| Participant deferral / active EE | $4,354 | $4,724-7.8% | $4,092+6.4% | $6,396-31.9% |
| Admin fee / account holder | $72 | $8,807-99.2% | $7,578-99.1% | $12,562-99.4% |