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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,187 | $161,352-41.6% | $134,172-29.8% | $137,256-31.4% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 10.56% | 28.72%-18.2pp | 25.30%-14.7pp | 220.34%-209.8pp |
| Employer contribution / active EE | $979 | $4,099-76.1% | $3,420-71.4% | $4,156-76.4% |
| Participant deferral / active EE | $1,805 | $5,552-67.5% | $4,690-61.5% | $6,407-71.8% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,016-100.0% | $12,270-100.0% |