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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,693 | $85,169-73.4% | $172,755-86.9% | $72,983-68.9% |
| Participation rate | 98.4% | 70.1%+28.4pp | 82.6%+15.8pp | 69.5%+28.9pp |
| Annual return | 21.00% | 27.32%-6.3pp | 802.94%-781.9pp | 81.01%-60.0pp |
| Employer contribution / active EE | $1,362 | $3,324-59.0% | $5,144-73.5% | $2,440-44.2% |
| Participant deferral / active EE | $2,588 | $3,260-20.6% | $5,198-50.2% | $3,608-28.3% |
| Admin fee / account holder | $214 | $5,880-96.4% | $13,955-98.5% | $5,124-95.8% |