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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,903 | $100,073-73.1% | $85,126-68.4% | $145,877-81.6% |
| Participation rate | 88.9% | 74.1%+14.8pp | 67.5%+21.4pp | 80.3%+8.6pp |
| Annual return | 11.28% | 84.11%-72.8pp | 66.63%-55.4pp | 551.28%-540.0pp |
| Employer contribution / active EE | $4,419 | $3,236+36.6% | $2,731+61.8% | $4,663-5.2% |
| Participant deferral / active EE | $6,018 | $5,294+13.7% | $4,523+33.0% | $6,691-10.1% |
| Admin fee / account holder | $212 | $7,261-97.1% | $6,160-96.6% | $13,402-98.4% |