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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,355 | $208,088-90.7% | $186,193-89.6% | $154,746-87.5% |
| Participation rate | 87.5% | 80.0%+7.5pp | 77.1%+10.4pp | 80.7%+6.8pp |
| Annual return | 25.22% | 89.97%-64.7pp | 78.03%-52.8pp | 172.34%-147.1pp |
| Employer contribution / active EE | $2,484 | $4,340-42.8% | $3,918-36.6% | $4,379-43.3% |
| Participant deferral / active EE | $4,118 | $7,078-41.8% | $6,513-36.8% | $6,730-38.8% |
| Admin fee / account holder | $43 | $11,698-99.6% | $11,058-99.6% | $14,365-99.7% |