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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,283 | $76,407-89.2% | $150,298-94.5% | $82,448-90.0% |
| Participation rate | 94.1% | 66.4%+27.7pp | 77.8%+16.4pp | 68.1%+26.0pp |
| Annual return | 20.99% | 39.99%-19.0pp | 62.79%-41.8pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,458 | $2,614-44.2% | $4,154-64.9% | $2,551-42.9% |
| Participant deferral / active EE | $2,016 | $3,214-37.3% | $5,453-63.0% | $4,139-51.3% |
| Admin fee / account holder | $96 | $6,352-98.5% | $14,116-99.3% | $7,234-98.7% |