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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,930 | $81,358-66.9% | $155,556-82.7% | $80,959-66.7% |
| Participation rate | 73.0% | 66.3%+6.7pp | 78.2%-5.3pp | 67.7%+5.3pp |
| Annual return | 13.73% | 33.39%-19.7pp | 64.84%-51.1pp | 35.67%-21.9pp |
| Employer contribution / active EE | $879 | $3,106-71.7% | $4,675-81.2% | $2,757-68.1% |
| Participant deferral / active EE | $1,674 | $3,455-51.5% | $5,631-70.3% | $4,300-61.1% |
| Admin fee / account holder | $41 | $7,994-99.5% | $15,885-99.7% | $6,925-99.4% |