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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,987 | $77,920-79.5% | $149,723-89.3% | $75,177-78.7% |
| Participation rate | 72.7% | 65.6%+7.1pp | 78.8%-6.1pp | 67.2%+5.5pp |
| Annual return | 40.49% | 31.72%+8.8pp | 134.50%-94.0pp | 160.75%-120.3pp |
| Employer contribution / active EE | $1,293 | $3,138-58.8% | $4,821-73.2% | $2,671-51.6% |
| Participant deferral / active EE | $2,696 | $3,411-21.0% | $5,682-52.6% | $4,126-34.7% |
| Admin fee / account holder | $274 | $5,951-95.4% | $13,215-97.9% | $5,651-95.1% |