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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,467 | $110,240-53.3% | $96,544-46.7% | $139,487-63.1% |
| Participation rate | 73.7% | 78.1%-4.4pp | 76.0%-2.3pp | 80.3%-6.7pp |
| Annual return | 18.85% | 26.41%-7.6pp | 25.88%-7.0pp | 373.84%-355.0pp |
| Employer contribution / active EE | $2,518 | $3,622-30.5% | $2,966-15.1% | $4,755-47.0% |
| Participant deferral / active EE | $8,463 | $5,549+52.5% | $4,851+74.5% | $6,713+26.1% |
| Admin fee / account holder | $0 | $11,602-100.0% | $8,254-100.0% | $11,407-100.0% |