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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,117 | $94,439-54.3% | $73,658-41.5% | $154,746-72.1% |
| Participation rate | 90.0% | 64.7%+25.3pp | 57.0%+33.0pp | 80.7%+9.3pp |
| Annual return | 18.32% | 28.25%-9.9pp | 29.72%-11.4pp | 172.34%-154.0pp |
| Employer contribution / active EE | $536 | $1,257-57.4% | $1,032-48.1% | $4,379-87.8% |
| Participant deferral / active EE | $1,002 | $2,527-60.4% | $2,062-51.4% | $6,730-85.1% |
| Admin fee / account holder | $94 | $3,843-97.5% | $3,357-97.2% | $14,365-99.3% |