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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,911 | $105,960-76.5% | $81,726-69.5% | $158,982-84.3% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.0%+21.3pp | 82.0%+11.4pp |
| Annual return | 17.04% | 38.19%-21.2pp | 29.49%-12.5pp | 302.99%-286.0pp |
| Employer contribution / active EE | $1,475 | $7,805-81.1% | $4,311-65.8% | $4,763-69.0% |
| Participant deferral / active EE | $2,114 | $13,011-83.8% | $7,108-70.3% | $5,983-64.7% |
| Admin fee / account holder | $280 | $8,494-96.7% | $5,160-94.6% | $11,252-97.5% |