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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,875 | $47,479-79.2% | $62,929-84.3% | $82,448-88.0% |
| Participation rate | 96.2% | 66.9%+29.3pp | 73.1%+23.0pp | 68.1%+28.1pp |
| Annual return | 12.01% | 20.34%-8.3pp | 1063.93%-1051.9pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,324 | $1,885-29.8% | $2,505-47.2% | $2,551-48.1% |
| Participant deferral / active EE | $1,694 | $2,870-41.0% | $3,888-56.4% | $4,139-59.1% |
| Admin fee / account holder | $204 | $3,804-94.6% | $5,065-96.0% | $7,234-97.2% |