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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,008 | $107,809-89.8% | $97,032-88.7% | $155,188-92.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 71.6%+19.3pp | 80.8%+10.1pp |
| Annual return | 22.41% | 38.06%-15.6pp | 35.38%-13.0pp | 148.84%-126.4pp |
| Employer contribution / active EE | $918 | $2,911-68.5% | $2,629-65.1% | $4,248-78.4% |
| Participant deferral / active EE | $3,249 | $5,129-36.7% | $4,672-30.5% | $6,531-50.2% |
| Admin fee / account holder | $36 | $10,717-99.7% | $9,418-99.6% | $14,480-99.8% |