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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,816 | $103,393-76.0% | $87,103-71.5% | $152,909-83.8% |
| Participation rate | 92.3% | 79.4%+13.0pp | 76.9%+15.4pp | 82.5%+9.9pp |
| Annual return | 27.88% | 28.10%-0.2pp | 28.19%-0.3pp | 345.46%-317.6pp |
| Employer contribution / active EE | $3,187 | $3,221-1.1% | $2,521+26.4% | $4,764-33.1% |
| Participant deferral / active EE | $8,072 | $4,778+68.9% | $4,049+99.4% | $5,851+38.0% |
| Admin fee / account holder | $259 | $12,195-97.9% | $7,491-96.5% | $11,601-97.8% |