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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,919 | $112,131-76.9% | $95,964-73.0% | $158,982-83.7% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 17.57% | 171.19%-153.6pp | 91.64%-74.1pp | 302.99%-285.4pp |
| Employer contribution / active EE | $682 | $3,199-78.7% | $2,541-73.2% | $4,763-85.7% |
| Participant deferral / active EE | $8,163 | $4,784+70.6% | $4,167+95.9% | $5,983+36.4% |
| Admin fee / account holder | $116 | $10,136-98.9% | $6,797-98.3% | $11,252-99.0% |