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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,234 | $110,410-86.2% | $102,437-85.1% | $145,897-89.6% |
| Participation rate | 78.6% | 77.9%+0.6pp | 74.5%+4.1pp | 80.3%-1.7pp |
| Annual return | 13.74% | 24.85%-11.1pp | 24.95%-11.2pp | 552.29%-538.5pp |
| Employer contribution / active EE | $1,731 | $4,217-59.0% | $3,871-55.3% | $4,663-62.9% |
| Participant deferral / active EE | $2,984 | $5,622-46.9% | $5,060-41.0% | $6,689-55.4% |
| Admin fee / account holder | $290 | $9,745-97.0% | $8,388-96.5% | $13,390-97.8% |