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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,970 | $116,360-88.0% | $65,566-78.7% | $139,466-90.0% |
| Participation rate | 87.5% | 67.8%+19.7pp | 64.9%+22.6pp | 80.3%+7.2pp |
| Annual return | 20.25% | 31.23%-11.0pp | 47.40%-27.2pp | 373.66%-353.4pp |
| Employer contribution / active EE | $8,168 | $2,600+214.2% | $1,692+382.8% | $4,754+71.8% |
| Participant deferral / active EE | $6,563 | $4,242+54.7% | $2,832+131.7% | $6,712-2.2% |
| Admin fee / account holder | $132 | $6,701-98.0% | $4,114-96.8% | $11,409-98.8% |