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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,888 | $124,980-82.5% | $108,359-79.8% | $154,746-85.9% |
| Participation rate | 80.0% | 75.2%+4.8pp | 70.1%+9.9pp | 80.7%-0.7pp |
| Annual return | 16.27% | 45.00%-28.7pp | 36.89%-20.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $1,077 | $2,851-62.2% | $2,399-55.1% | $4,379-75.4% |
| Participant deferral / active EE | $2,300 | $4,743-51.5% | $4,137-44.4% | $6,730-65.8% |
| Admin fee / account holder | $234 | $11,502-98.0% | $9,741-97.6% | $14,365-98.4% |