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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,432 | $81,276-78.6% | $155,574-88.8% | $80,925-78.5% |
| Participation rate | 93.1% | 66.2%+26.9pp | 78.2%+14.9pp | 67.7%+25.4pp |
| Annual return | 26.07% | 33.36%-7.3pp | 64.87%-38.8pp | 35.65%-9.6pp |
| Employer contribution / active EE | $6,344 | $3,103+104.4% | $4,676+35.7% | $2,756+130.2% |
| Participant deferral / active EE | $2,557 | $3,453-26.0% | $5,629-54.6% | $4,299-40.5% |
| Admin fee / account holder | $128 | $7,993-98.4% | $15,914-99.2% | $6,940-98.2% |