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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,543 | $63,861-69.4% | $104,614-81.3% | $79,858-75.5% |
| Participation rate | 98.0% | 64.9%+33.0pp | 74.1%+23.9pp | 69.6%+28.3pp |
| Annual return | 15.62% | 21.30%-5.7pp | 340.56%-324.9pp | 31.72%-16.1pp |
| Employer contribution / active EE | $575 | $1,588-63.8% | $2,681-78.6% | $2,471-76.7% |
| Participant deferral / active EE | $1,324 | $2,693-50.8% | $3,739-64.6% | $3,740-64.6% |
| Admin fee / account holder | $30 | $4,185-99.3% | $6,464-99.5% | $5,306-99.4% |