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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,317 | $63,861-66.6% | $104,639-79.6% | $79,856-73.3% |
| Participation rate | 73.7% | 64.9%+8.8pp | 74.1%-0.4pp | 69.6%+4.0pp |
| Annual return | 27.41% | 21.30%+6.1pp | 340.67%-313.3pp | 31.71%-4.3pp |
| Employer contribution / active EE | $951 | $1,588-40.1% | $2,682-64.5% | $2,471-61.5% |
| Participant deferral / active EE | $4,864 | $2,693+80.6% | $3,738+30.1% | $3,741+30.0% |
| Admin fee / account holder | $22 | $4,185-99.5% | $6,465-99.7% | $5,306-99.6% |