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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,754 | $117,846-76.4% | $102,434-72.9% | $145,884-81.0% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 16.06% | 31.90%-15.8pp | 29.46%-13.4pp | 551.85%-535.8pp |
| Employer contribution / active EE | $1,755 | $3,615-51.4% | $3,023-41.9% | $4,662-62.4% |
| Participant deferral / active EE | $7,458 | $5,733+30.1% | $5,055+47.5% | $6,690+11.5% |
| Admin fee / account holder | $16 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |