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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,300 | $35,183-79.3% | $73,545-90.1% | $70,131-89.6% |
| Participation rate | 82.8% | 42.9%+39.8pp | 54.9%+27.8pp | 69.5%+13.2pp |
| Annual return | 24.92% | 26.90%-2.0pp | -15.16%+40.1pp | 73.14%-48.2pp |
| Employer contribution / active EE | $908 | $709+28.1% | $1,219-25.5% | $2,342-61.2% |
| Participant deferral / active EE | $1,425 | $1,220+16.8% | $1,806-21.1% | $3,332-57.2% |
| Admin fee / account holder | $51 | $2,302-97.8% | $2,320-97.8% | $4,645-98.9% |