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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,278 | $48,337-66.3% | $67,560-75.9% | $80,959-79.9% |
| Participation rate | 97.0% | 66.4%+30.6pp | 72.9%+24.1pp | 67.7%+29.3pp |
| Annual return | 16.04% | 18.26%-2.2pp | 3533.50%-3517.5pp | 35.67%-19.6pp |
| Employer contribution / active EE | $1,269 | $2,023-37.2% | $2,737-53.6% | $2,757-54.0% |
| Participant deferral / active EE | $1,764 | $2,928-39.8% | $4,004-56.0% | $4,300-59.0% |
| Admin fee / account holder | $258 | $3,695-93.0% | $3,994-93.5% | $6,925-96.3% |