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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,811 | $103,038-83.7% | $90,324-81.4% | $152,909-89.0% |
| Participation rate | 73.3% | 75.9%-2.5pp | 73.3%+0.1pp | 82.5%-9.1pp |
| Annual return | 12.21% | 95.25%-83.0pp | 78.15%-65.9pp | 345.46%-333.3pp |
| Employer contribution / active EE | $944 | $3,141-69.9% | $2,856-66.9% | $4,764-80.2% |
| Participant deferral / active EE | $2,420 | $4,282-43.5% | $3,885-37.7% | $5,851-58.6% |
| Admin fee / account holder | $134 | $6,177-97.8% | $5,356-97.5% | $11,601-98.8% |