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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,879 | $93,617-70.2% | $135,982-79.5% | $75,177-62.9% |
| Participation rate | 96.8% | 75.2%+21.6pp | 81.9%+14.9pp | 67.2%+29.6pp |
| Annual return | 29.22% | 30.89%-1.7pp | 68.32%-39.1pp | 160.75%-131.5pp |
| Employer contribution / active EE | $935 | $3,538-73.6% | $4,859-80.8% | $2,671-65.0% |
| Participant deferral / active EE | $6,590 | $6,406+2.9% | $7,760-15.1% | $4,126+59.7% |
| Admin fee / account holder | $53 | $6,980-99.2% | $10,767-99.5% | $5,651-99.1% |