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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,064 | $51,638-53.4% | $68,368-64.8% | $82,448-70.8% |
| Participation rate | 76.4% | 63.6%+12.8pp | 73.8%+2.6pp | 68.1%+8.3pp |
| Annual return | 18.02% | 37.53%-19.5pp | 292.57%-274.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $1,558 | $2,047-23.9% | $2,649-41.2% | $2,551-38.9% |
| Participant deferral / active EE | $2,012 | $2,914-30.9% | $4,123-51.2% | $4,139-51.4% |
| Admin fee / account holder | $101 | $4,643-97.8% | $5,150-98.0% | $7,234-98.6% |