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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,126 | $95,601-81.0% | $77,183-76.5% | $139,456-87.0% |
| Participation rate | 87.5% | 74.0%+13.5pp | 69.6%+17.9pp | 80.3%+7.2pp |
| Annual return | 26.30% | 54.96%-28.7pp | 37.89%-11.6pp | 373.45%-347.2pp |
| Employer contribution / active EE | $2,734 | $3,145-13.1% | $2,534+7.9% | $4,753-42.5% |
| Participant deferral / active EE | $4,223 | $4,623-8.6% | $3,833+10.2% | $6,711-37.1% |
| Admin fee / account holder | $34 | $8,302-99.6% | $5,475-99.4% | $11,407-99.7% |