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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,806 | $169,356-84.2% | $129,406-79.3% | $145,897-81.6% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 12.32% | 14418.62%-14406.3pp | 9468.18%-9455.9pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,538 | $5,542-72.3% | $4,155-63.0% | $4,663-67.0% |
| Participant deferral / active EE | $4,208 | $4,987-15.6% | $4,167+1.0% | $6,689-37.1% |
| Admin fee / account holder | $148 | $9,915-98.5% | $7,689-98.1% | $13,390-98.9% |