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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,370 | $49,239-44.4% | $70,462-61.2% | $79,858-65.7% |
| Participation rate | 84.8% | 69.2%+15.6pp | 75.1%+9.7pp | 69.6%+15.2pp |
| Annual return | 0.00% | 30.08%-30.1pp | 109.08%-109.1pp | 31.72%-31.7pp |
| Employer contribution / active EE | $896 | $2,100-57.3% | $2,737-67.3% | $2,471-63.7% |
| Participant deferral / active EE | $1,428 | $2,769-48.4% | $3,710-61.5% | $3,740-61.8% |
| Admin fee / account holder | $39 | $2,876-98.6% | $3,845-99.0% | $5,306-99.3% |