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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,744 | $97,125-80.7% | $86,233-78.3% | $137,256-86.3% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.0%+19.9pp | 80.0%+8.9pp |
| Annual return | 20.10% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,573 | $2,841-44.6% | $2,504-37.2% | $4,156-62.2% |
| Participant deferral / active EE | $2,889 | $5,180-44.2% | $4,559-36.6% | $6,407-54.9% |
| Admin fee / account holder | $46 | $9,725-99.5% | $8,342-99.5% | $12,270-99.6% |