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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,625 | $84,236-68.4% | $170,435-84.4% | $70,126-62.0% |
| Participation rate | 98.1% | 70.8%+27.2pp | 83.6%+14.5pp | 69.5%+28.5pp |
| Annual return | 13.38% | 23.06%-9.7pp | 205.94%-192.6pp | 73.15%-59.8pp |
| Employer contribution / active EE | $2,290 | $3,387-32.4% | $5,432-57.8% | $2,343-2.3% |
| Participant deferral / active EE | $2,267 | $3,086-26.5% | $4,939-54.1% | $3,332-32.0% |
| Admin fee / account holder | $235 | $5,698-95.9% | $13,881-98.3% | $4,645-94.9% |