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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,618 | $97,125-78.8% | $86,233-76.1% | $137,256-85.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 24.61% | 74.19%-49.6pp | 61.39%-36.8pp | 220.34%-195.7pp |
| Employer contribution / active EE | $1,539 | $2,841-45.9% | $2,504-38.6% | $4,156-63.0% |
| Participant deferral / active EE | $1,883 | $5,180-63.7% | $4,559-58.7% | $6,407-70.6% |
| Admin fee / account holder | $89 | $9,725-99.1% | $8,342-98.9% | $12,270-99.3% |