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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,706 | $99,053-74.0% | $88,179-70.8% | $138,895-81.5% |
| Participation rate | 92.9% | 74.2%+18.6pp | 69.1%+23.7pp | 79.9%+12.9pp |
| Annual return | 18.30% | 78.17%-59.9pp | 64.97%-46.7pp | 145.39%-127.1pp |
| Employer contribution / active EE | $1,520 | $2,882-47.3% | $2,549-40.4% | $4,194-63.8% |
| Participant deferral / active EE | $7,653 | $5,225+46.5% | $4,614+65.9% | $6,396+19.7% |
| Admin fee / account holder | $176 | $8,748-98.0% | $7,673-97.7% | $12,562-98.6% |