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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,944 | $29,667-86.7% | $56,441-93.0% | $80,874-95.1% |
| Participation rate | 82.9% | 41.7%+41.3pp | 52.5%+30.4pp | 67.6%+15.3pp |
| Annual return | 16.03% | 35.22%-19.2pp | 1704.21%-1688.2pp | 35.62%-19.6pp |
| Employer contribution / active EE | $1,195 | $669+78.5% | $1,039+15.0% | $2,756-56.6% |
| Participant deferral / active EE | $1,371 | $1,227+11.8% | $1,953-29.8% | $4,297-68.1% |
| Admin fee / account holder | $97 | $2,429-96.0% | $2,829-96.6% | $6,935-98.6% |