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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,542 | $135,956-68.7% | $123,894-65.7% | $273,972-84.5% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 4.84% | 56.63%-51.8pp | 47.52%-42.7pp | 41.46%-36.6pp |
| Employer contribution / active EE | $1,841 | $5,170-64.4% | $4,617-60.1% | $4,869-62.2% |
| Participant deferral / active EE | $3,661 | $6,343-42.3% | $5,984-38.8% | $5,287-30.8% |
| Admin fee / account holder | $10 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |