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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,838 | $110,410-66.6% | $102,437-64.0% | $145,897-74.8% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 19.86% | 24.85%-5.0pp | 24.95%-5.1pp | 552.29%-532.4pp |
| Employer contribution / active EE | $1,919 | $4,217-54.5% | $3,871-50.4% | $4,663-58.8% |
| Participant deferral / active EE | $3,362 | $5,622-40.2% | $5,060-33.6% | $6,689-49.7% |
| Admin fee / account holder | $20 | $9,745-99.8% | $8,388-99.8% | $13,390-99.9% |