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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,404 | $99,053-82.4% | $88,179-80.3% | $138,895-87.5% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.1%+2.3pp | 79.9%-8.5pp |
| Annual return | 19.61% | 78.17%-58.6pp | 64.97%-45.4pp | 145.39%-125.8pp |
| Employer contribution / active EE | $967 | $2,882-66.4% | $2,549-62.1% | $4,194-76.9% |
| Participant deferral / active EE | $3,917 | $5,225-25.0% | $4,614-15.1% | $6,396-38.8% |
| Admin fee / account holder | $61 | $8,748-99.3% | $7,673-99.2% | $12,562-99.5% |