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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,935 | $85,060-69.5% | $70,548-63.2% | $139,456-81.4% |
| Participation rate | 82.6% | 73.9%+8.7pp | 68.3%+14.3pp | 80.3%+2.3pp |
| Annual return | 18.85% | 30.38%-11.5pp | 32.78%-13.9pp | 373.45%-354.6pp |
| Employer contribution / active EE | $2,899 | $3,911-25.9% | $2,975-2.5% | $4,753-39.0% |
| Participant deferral / active EE | $4,789 | $5,890-18.7% | $4,567+4.9% | $6,711-28.6% |
| Admin fee / account holder | $166 | $8,925-98.1% | $6,424-97.4% | $11,407-98.5% |