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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,801 | $110,337-58.5% | $102,383-55.3% | $145,877-68.6% |
| Participation rate | 94.7% | 77.9%+16.8pp | 74.5%+20.2pp | 80.3%+14.4pp |
| Annual return | 10.93% | 24.83%-13.9pp | 24.94%-14.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,466 | $4,216-65.2% | $3,870-62.1% | $4,663-68.6% |
| Participant deferral / active EE | $4,344 | $5,621-22.7% | $5,060-14.1% | $6,691-35.1% |
| Admin fee / account holder | $208 | $9,750-97.9% | $8,391-97.5% | $13,402-98.4% |