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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,375 | $45,041-39.2% | $63,003-56.5% | $70,131-61.0% |
| Participation rate | 97.4% | 69.5%+27.9pp | 74.8%+22.6pp | 69.5%+27.9pp |
| Annual return | 11.78% | 18.76%-7.0pp | 87.59%-75.8pp | 73.14%-61.4pp |
| Employer contribution / active EE | $478 | $2,052-76.7% | $2,760-82.7% | $2,342-79.6% |
| Participant deferral / active EE | $1,253 | $2,465-49.2% | $3,329-62.4% | $3,332-62.4% |
| Admin fee / account holder | $8 | $2,836-99.7% | $3,600-99.8% | $4,645-99.8% |