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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,871 | $117,433-83.1% | $99,475-80.0% | $152,897-87.0% |
| Participation rate | 80.0% | 77.5%+2.5pp | 73.8%+6.2pp | 82.5%-2.5pp |
| Annual return | 16.06% | 31.87%-15.8pp | 30.72%-14.7pp | 345.43%-329.4pp |
| Employer contribution / active EE | $1,908 | $3,013-36.7% | $2,540-24.9% | $4,764-59.9% |
| Participant deferral / active EE | $7,950 | $4,086+94.6% | $3,619+119.7% | $5,851+35.9% |
| Admin fee / account holder | $227 | $7,634-97.0% | $6,252-96.4% | $11,599-98.0% |