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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,913 | $92,798-69.9% | $96,707-71.1% | $137,256-79.7% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 21.22% | 31.24%-10.0pp | 34.78%-13.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,615 | $4,147-61.1% | $4,191-61.5% | $4,156-61.2% |
| Participant deferral / active EE | $2,540 | $5,877-56.8% | $5,997-57.6% | $6,407-60.4% |
| Admin fee / account holder | $123 | $7,946-98.4% | $7,503-98.4% | $12,270-99.0% |