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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,359 | $28,624-46.3% | $53,647-71.4% | $82,637-81.4% |
| Participation rate | 89.4% | 47.3%+42.1pp | 56.3%+33.1pp | 68.1%+21.3pp |
| Annual return | 24.28% | 664.98%-640.7pp | 358.33%-334.1pp | 53.51%-29.2pp |
| Employer contribution / active EE | $957 | $637+50.3% | $962-0.5% | $2,552-62.5% |
| Participant deferral / active EE | $2,133 | $1,196+78.3% | $1,813+17.6% | $4,126-48.3% |
| Admin fee / account holder | $190 | $2,022-90.6% | $2,460-92.3% | $7,339-97.4% |