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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,045 | $97,751-82.6% | $103,447-83.5% | $145,877-88.3% |
| Participation rate | 87.5% | 81.1%+6.4pp | 80.5%+7.0pp | 80.3%+7.2pp |
| Annual return | 16.15% | 25.43%-9.3pp | 23.92%-7.8pp | 551.28%-535.1pp |
| Employer contribution / active EE | $1,974 | $4,684-57.9% | $4,678-57.8% | $4,663-57.7% |
| Participant deferral / active EE | $4,771 | $6,603-27.7% | $6,624-28.0% | $6,691-28.7% |
| Admin fee / account holder | $47 | $12,515-99.6% | $9,415-99.5% | $13,402-99.7% |