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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,970 | $115,866-81.9% | $65,328-67.9% | $139,456-85.0% |
| Participation rate | 75.0% | 67.8%+7.2pp | 64.9%+10.1pp | 80.3%-5.3pp |
| Annual return | 19.20% | 31.21%-12.0pp | 47.39%-28.2pp | 373.45%-354.2pp |
| Employer contribution / active EE | $919 | $2,600-64.7% | $1,692-45.7% | $4,753-80.7% |
| Participant deferral / active EE | $1,674 | $4,242-60.5% | $2,832-40.9% | $6,711-75.1% |
| Admin fee / account holder | $29 | $6,705-99.6% | $4,116-99.3% | $11,407-99.7% |