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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,127 | $58,828-57.3% | $78,002-67.8% | $62,881-60.0% |
| Participation rate | 90.3% | 71.1%+19.3pp | 75.5%+14.8pp | 69.3%+21.0pp |
| Annual return | 8.24% | 17.16%-8.9pp | 425.99%-417.7pp | 20.14%-11.9pp |
| Employer contribution / active EE | $625 | $1,672-62.6% | $2,470-74.7% | $2,281-72.6% |
| Participant deferral / active EE | $1,481 | $2,686-44.9% | $3,497-57.7% | $3,203-53.8% |
| Admin fee / account holder | $253 | $4,393-94.2% | $5,481-95.4% | $4,296-94.1% |