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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,366 | $90,509-70.9% | $78,693-66.5% | $273,968-90.4% |
| Participation rate | 87.5% | 76.5%+11.0pp | 73.6%+13.9pp | 83.0%+4.5pp |
| Annual return | 10.46% | 75.61%-65.2pp | 62.18%-51.7pp | 41.45%-31.0pp |
| Employer contribution / active EE | $4,221 | $3,175+32.9% | $2,850+48.1% | $4,869-13.3% |
| Participant deferral / active EE | $10,616 | $3,901+172.1% | $3,517+201.9% | $5,287+100.8% |
| Admin fee / account holder | $64 | $5,264-98.8% | $4,511-98.6% | $10,132-99.4% |