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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,737 | $114,013-82.7% | $103,693-81.0% | $155,188-87.3% |
| Participation rate | 86.7% | 75.2%+11.5pp | 72.6%+14.0pp | 80.8%+5.9pp |
| Annual return | 14.72% | 49.31%-34.6pp | 47.61%-32.9pp | 148.84%-134.1pp |
| Employer contribution / active EE | $1,264 | $3,131-59.6% | $2,920-56.7% | $4,248-70.2% |
| Participant deferral / active EE | $1,843 | $4,970-62.9% | $4,579-59.8% | $6,531-71.8% |
| Admin fee / account holder | $95 | $8,407-98.9% | $7,858-98.8% | $14,480-99.3% |