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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,775 | $95,580-84.5% | $76,872-80.8% | $139,466-89.4% |
| Participation rate | 94.1% | 74.0%+20.1pp | 69.6%+24.5pp | 80.3%+13.8pp |
| Annual return | 21.79% | 55.00%-33.2pp | 37.90%-16.1pp | 373.66%-351.9pp |
| Employer contribution / active EE | $1,141 | $3,145-63.7% | $2,533-55.0% | $4,754-76.0% |
| Participant deferral / active EE | $3,666 | $4,623-20.7% | $3,832-4.3% | $6,712-45.4% |
| Admin fee / account holder | $236 | $8,302-97.2% | $5,476-95.7% | $11,409-97.9% |