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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,199 | $124,336-68.5% | $111,303-64.8% | $167,518-76.6% |
| Participation rate | 85.0% | 79.6%+5.4pp | 77.3%+7.7pp | 82.1%+2.9pp |
| Annual return | 12.45% | 37.45%-25.0pp | 54.66%-42.2pp | 478.71%-466.3pp |
| Employer contribution / active EE | $1,656 | $3,436-51.8% | $2,731-39.4% | $4,838-65.8% |
| Participant deferral / active EE | $2,975 | $5,181-42.6% | $4,487-33.7% | $6,342-53.1% |
| Admin fee / account holder | $107 | $10,623-99.0% | $7,966-98.7% | $12,312-99.1% |