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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,099 | $125,797-62.6% | $170,043-72.3% | $75,173-37.3% |
| Participation rate | 88.5% | 83.6%+4.9pp | 87.0%+1.5pp | 67.2%+21.3pp |
| Annual return | 23.75% | 27.20%-3.4pp | 53.40%-29.7pp | 160.72%-137.0pp |
| Employer contribution / active EE | $2,150 | $4,616-53.4% | $6,790-68.3% | $2,671-19.5% |
| Participant deferral / active EE | $12,628 | $6,838+84.7% | $10,410+21.3% | $4,126+206.0% |
| Admin fee / account holder | $17 | $8,177-99.8% | $12,824-99.9% | $5,651-99.7% |