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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,212 | $111,814-89.1% | $103,374-88.2% | $145,959-91.6% |
| Participation rate | 78.9% | 77.9%+1.0pp | 74.5%+4.4pp | 80.3%-1.3pp |
| Annual return | 17.14% | 24.77%-7.6pp | 24.89%-7.8pp | 561.95%-544.8pp |
| Employer contribution / active EE | $2,362 | $4,214-43.9% | $3,869-39.0% | $4,661-49.3% |
| Participant deferral / active EE | $2,362 | $5,618-58.0% | $5,058-53.3% | $6,689-64.7% |
| Admin fee / account holder | $113 | $9,754-98.8% | $8,394-98.6% | $13,398-99.2% |