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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,586 | $176,105-55.4% | $159,474-50.7% | $167,536-53.1% |
| Participation rate | 78.9% | 85.0%-6.0pp | 82.8%-3.9pp | 82.1%-3.2pp |
| Annual return | 17.40% | 331.91%-314.5pp | 263.68%-246.3pp | 478.82%-461.4pp |
| Employer contribution / active EE | $1,615 | $5,299-69.5% | $4,831-66.6% | $4,839-66.6% |
| Participant deferral / active EE | $4,405 | $7,751-43.2% | $7,353-40.1% | $6,342-30.5% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |