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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,777 | $99,053-91.1% | $88,179-90.0% | $138,895-93.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 19.14% | 78.17%-59.0pp | 64.97%-45.8pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,353 | $2,882-53.0% | $2,549-46.9% | $4,194-67.7% |
| Participant deferral / active EE | $2,125 | $5,225-59.3% | $4,614-53.9% | $6,396-66.8% |
| Admin fee / account holder | $45 | $8,748-99.5% | $7,673-99.4% | $12,562-99.6% |