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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,277 | $126,113-86.3% | $116,096-85.1% | $155,188-88.9% |
| Participation rate | 87.5% | 75.1%+12.4pp | 73.3%+14.2pp | 80.8%+6.7pp |
| Annual return | 21.20% | 391.72%-370.5pp | 326.25%-305.1pp | 148.84%-127.6pp |
| Employer contribution / active EE | $2,299 | $2,672-13.9% | $2,503-8.2% | $4,248-45.9% |
| Participant deferral / active EE | $4,348 | $4,162+4.5% | $3,952+10.0% | $6,531-33.4% |
| Admin fee / account holder | $51 | $8,045-99.4% | $7,704-99.3% | $14,480-99.6% |