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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,766 | $97,125-85.8% | $86,233-84.0% | $137,256-90.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.0%+11.0pp | 80.0%0pp |
| Annual return | 22.92% | 74.19%-51.3pp | 61.39%-38.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $1,550 | $2,841-45.5% | $2,504-38.1% | $4,156-62.7% |
| Participant deferral / active EE | $1,555 | $5,180-70.0% | $4,559-65.9% | $6,407-75.7% |
| Admin fee / account holder | $13 | $9,725-99.9% | $8,342-99.8% | $12,270-99.9% |