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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,927 | $77,920-77.0% | $149,723-88.0% | $75,177-76.2% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 24.72% | 31.72%-7.0pp | 134.50%-109.8pp | 160.75%-136.0pp |
| Employer contribution / active EE | $4,256 | $3,138+35.6% | $4,821-11.7% | $2,671+59.3% |
| Participant deferral / active EE | $8,189 | $3,411+140.0% | $5,682+44.1% | $4,126+98.5% |
| Admin fee / account holder | $8 | $5,951-99.9% | $13,215-99.9% | $5,651-99.9% |