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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,615 | $108,285-81.9% | $77,552-74.7% | $158,982-87.7% |
| Participation rate | 88.9% | 64.4%+24.5pp | 54.2%+34.7pp | 82.0%+6.9pp |
| Annual return | 13.25% | 31.69%-18.4pp | 54.82%-41.6pp | 302.99%-289.7pp |
| Employer contribution / active EE | $1,702 | $1,325+28.5% | $987+72.5% | $4,763-64.3% |
| Participant deferral / active EE | $2,557 | $2,455+4.1% | $1,861+37.4% | $5,983-57.3% |
| Admin fee / account holder | $195 | $3,709-94.7% | $2,859-93.2% | $11,252-98.3% |