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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,852 | $45,041-67.0% | $63,003-76.4% | $70,131-78.8% |
| Participation rate | 96.9% | 69.5%+27.3pp | 74.8%+22.1pp | 69.5%+27.3pp |
| Annual return | 14.78% | 18.76%-4.0pp | 87.59%-72.8pp | 73.14%-58.4pp |
| Employer contribution / active EE | $748 | $2,052-63.5% | $2,760-72.9% | $2,342-68.1% |
| Participant deferral / active EE | $748 | $2,465-69.7% | $3,329-77.5% | $3,332-77.5% |
| Admin fee / account holder | $256 | $2,836-91.0% | $3,600-92.9% | $4,645-94.5% |