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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,043 | $103,392-71.9% | $87,104-66.7% | $152,897-81.0% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.9%+10.6pp | 82.5%+5.0pp |
| Annual return | 20.71% | 28.10%-7.4pp | 28.19%-7.5pp | 345.43%-324.7pp |
| Employer contribution / active EE | $1,430 | $3,221-55.6% | $2,521-43.3% | $4,764-70.0% |
| Participant deferral / active EE | $4,671 | $4,778-2.2% | $4,048+15.4% | $5,851-20.2% |
| Admin fee / account holder | $15 | $12,194-99.9% | $7,491-99.8% | $11,599-99.9% |