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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,905 | $58,264-48.7% | $86,617-65.5% | $71,495-58.2% |
| Participation rate | 93.8% | 65.0%+28.8pp | 71.7%+22.1pp | 67.9%+25.9pp |
| Annual return | 20.16% | 21.63%-1.5pp | 591.91%-571.7pp | 28.85%-8.7pp |
| Employer contribution / active EE | $945 | $2,574-63.3% | $3,023-68.7% | $2,589-63.5% |
| Participant deferral / active EE | $2,625 | $3,436-23.6% | $4,437-40.8% | $4,291-38.8% |
| Admin fee / account holder | $7 | $1,057-99.4% | $5,613-99.9% | $1,588-99.6% |