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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,197 | $99,995-73.8% | $85,063-69.2% | $145,978-82.1% |
| Participation rate | 72.7% | 74.1%-1.4pp | 67.5%+5.2pp | 80.3%-7.6pp |
| Annual return | 13.12% | 83.99%-70.9pp | 66.54%-53.4pp | 550.52%-537.4pp |
| Employer contribution / active EE | $1,761 | $3,231-45.5% | $2,727-35.4% | $4,662-62.2% |
| Participant deferral / active EE | $2,664 | $5,295-49.7% | $4,523-41.1% | $6,690-60.2% |
| Admin fee / account holder | $159 | $7,255-97.8% | $6,155-97.4% | $13,400-98.8% |