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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,711 | $45,152-65.2% | $73,836-78.7% | $59,633-73.7% |
| Participation rate | 76.5% | 64.0%+12.5pp | 73.4%+3.0pp | 68.7%+7.8pp |
| Annual return | 6.83% | 27.40%-20.6pp | 2268.06%-2261.2pp | 2041.45%-2034.6pp |
| Employer contribution / active EE | $1,758 | $1,901-7.6% | $2,787-36.9% | $2,203-20.2% |
| Participant deferral / active EE | $2,731 | $2,573+6.2% | $3,583-23.8% | $3,192-14.4% |
| Admin fee / account holder | $210 | $3,515-94.0% | $4,882-95.7% | $4,297-95.1% |