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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,735 | $108,882-81.0% | $96,754-78.6% | $154,746-86.6% |
| Participation rate | 78.6% | 75.1%+3.5pp | 70.3%+8.3pp | 80.7%-2.1pp |
| Annual return | 19.36% | 98.39%-79.0pp | 82.04%-62.7pp | 172.34%-153.0pp |
| Employer contribution / active EE | $805 | $3,018-73.3% | $2,679-69.9% | $4,379-81.6% |
| Participant deferral / active EE | $1,389 | $5,323-73.9% | $4,758-70.8% | $6,730-79.4% |
| Admin fee / account holder | $172 | $10,200-98.3% | $8,905-98.1% | $14,365-98.8% |