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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,090 | $77,416-62.4% | $69,464-58.1% | $152,897-81.0% |
| Participation rate | 81.0% | 78.1%+2.9pp | 74.6%+6.3pp | 82.5%-1.5pp |
| Annual return | 23.49% | 39.08%-15.6pp | 28.98%-5.5pp | 345.43%-321.9pp |
| Employer contribution / active EE | $1,643 | $3,315-50.4% | $2,779-40.9% | $4,764-65.5% |
| Participant deferral / active EE | $1,597 | $4,413-63.8% | $3,536-54.8% | $5,851-72.7% |
| Admin fee / account holder | $132 | $6,208-97.9% | $3,840-96.6% | $11,599-98.9% |