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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,028 | $183,592-86.9% | $155,574-84.6% | $145,877-83.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 9.04% | 61.37%-52.3pp | 64.87%-55.8pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,511 | $5,317-71.6% | $4,676-67.7% | $4,663-67.6% |
| Participant deferral / active EE | $2,234 | $6,466-65.5% | $5,629-60.3% | $6,691-66.6% |
| Admin fee / account holder | $169 | $19,316-99.1% | $15,914-98.9% | $13,402-98.7% |