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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,144 | $40,264-57.4% | $57,349-70.1% | $59,633-71.3% |
| Participation rate | 95.8% | 69.2%+26.7pp | 75.1%+20.7pp | 68.7%+27.2pp |
| Annual return | 2.60% | 27.51%-24.9pp | 24.40%-21.8pp | 2041.40%-2038.8pp |
| Employer contribution / active EE | $951 | $1,922-50.5% | $2,689-64.6% | $2,203-56.8% |
| Participant deferral / active EE | $1,814 | $2,400-24.4% | $3,162-42.6% | $3,192-43.2% |
| Admin fee / account holder | $249 | $2,819-91.2% | $3,356-92.6% | $4,297-94.2% |