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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,671 | $104,650-95.5% | $83,854-94.4% | $155,188-97.0% |
| Participation rate | 75.0% | 65.1%+9.9pp | 59.1%+15.9pp | 80.8%-5.8pp |
| Annual return | 20.08% | 28.97%-8.9pp | 31.39%-11.3pp | 148.84%-128.8pp |
| Employer contribution / active EE | $269 | $1,196-77.5% | $1,017-73.6% | $4,248-93.7% |
| Participant deferral / active EE | $624 | $2,367-73.6% | $2,035-69.3% | $6,531-90.4% |
| Admin fee / account holder | $29 | $3,518-99.2% | $3,197-99.1% | $14,480-99.8% |