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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,741 | $108,285-79.9% | $77,552-72.0% | $158,982-86.3% |
| Participation rate | 71.4% | 64.4%+7.0pp | 54.2%+17.2pp | 82.0%-10.5pp |
| Annual return | 25.59% | 31.69%-6.1pp | 54.82%-29.2pp | 302.99%-277.4pp |
| Employer contribution / active EE | $1,780 | $1,325+34.3% | $987+80.4% | $4,763-62.6% |
| Participant deferral / active EE | $3,884 | $2,455+58.2% | $1,861+108.7% | $5,983-35.1% |
| Admin fee / account holder | $20 | $3,709-99.5% | $2,859-99.3% | $11,252-99.8% |