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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,960 | $101,063-83.2% | $81,473-79.2% | $147,586-88.5% |
| Participation rate | 78.9% | 74.5%+4.5pp | 68.0%+11.0pp | 82.8%-3.9pp |
| Annual return | 8.95% | 32.41%-23.5pp | 38.78%-29.8pp | 578.59%-569.6pp |
| Employer contribution / active EE | $3,800 | $3,206+18.5% | $2,568+48.0% | $4,876-22.1% |
| Participant deferral / active EE | $1,079 | $4,242-74.6% | $3,537-69.5% | $5,439-80.2% |
| Admin fee / account holder | $88 | $5,812-98.5% | $4,561-98.1% | $10,886-99.2% |