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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,047 | $51,708-30.3% | $106,619-66.2% | $62,881-42.7% |
| Participation rate | 81.4% | 66.9%+14.5pp | 78.0%+3.4pp | 69.3%+12.1pp |
| Annual return | 8.02% | 4.69%+3.3pp | 9.42%-1.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $713 | $1,764-59.6% | $3,947-81.9% | $2,281-68.7% |
| Participant deferral / active EE | $1,860 | $2,315-19.7% | $3,930-52.7% | $3,203-41.9% |
| Admin fee / account holder | $279 | $3,349-91.7% | $6,418-95.7% | $4,296-93.5% |