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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,333 | $93,346-39.7% | $71,796-21.5% | $273,972-79.4% |
| Participation rate | 88.9% | 76.5%+12.4pp | 69.1%+19.8pp | 83.0%+5.9pp |
| Annual return | 4.92% | 130.39%-125.5pp | 78.04%-73.1pp | 41.46%-36.5pp |
| Employer contribution / active EE | $811 | $2,733-70.3% | $1,924-57.8% | $4,869-83.3% |
| Participant deferral / active EE | $3,038 | $3,475-12.6% | $2,794+8.7% | $5,287-42.5% |
| Admin fee / account holder | $9 | $6,571-99.9% | $4,815-99.8% | $10,133-99.9% |