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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,548 | $93,346-69.4% | $71,796-60.2% | $273,972-89.6% |
| Participation rate | 85.0% | 76.5%+8.5pp | 69.1%+15.9pp | 83.0%+2.0pp |
| Annual return | 2.65% | 130.39%-127.7pp | 78.04%-75.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $1,049 | $2,733-61.6% | $1,924-45.5% | $4,869-78.5% |
| Participant deferral / active EE | $1,983 | $3,475-42.9% | $2,794-29.0% | $5,287-62.5% |
| Admin fee / account holder | $244 | $6,571-96.3% | $4,815-94.9% | $10,133-97.6% |