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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,584 | $117,444-78.2% | $99,479-74.3% | $152,909-83.3% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.5%-7.5pp |
| Annual return | 25.53% | 31.87%-6.3pp | 30.72%-5.2pp | 345.46%-319.9pp |
| Employer contribution / active EE | $809 | $3,014-73.1% | $2,540-68.1% | $4,764-83.0% |
| Participant deferral / active EE | $7,372 | $4,086+80.4% | $3,619+103.7% | $5,851+26.0% |
| Admin fee / account holder | $20 | $7,635-99.7% | $6,253-99.7% | $11,601-99.8% |