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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,521 | $72,071-66.0% | $68,368-64.1% | $137,256-82.1% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 16.42% | 353.14%-336.7pp | 292.57%-276.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $1,397 | $2,788-49.9% | $2,649-47.3% | $4,156-66.4% |
| Participant deferral / active EE | $2,363 | $4,410-46.4% | $4,123-42.7% | $6,407-63.1% |
| Admin fee / account holder | $135 | $5,336-97.5% | $5,150-97.4% | $12,270-98.9% |