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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,945 | $106,267-19.1% | $96,520-11.0% | $139,456-38.4% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 13.03% | 38.45%-25.4pp | 35.72%-22.7pp | 373.45%-360.4pp |
| Employer contribution / active EE | $1,162 | $4,105-71.7% | $3,739-68.9% | $4,753-75.5% |
| Participant deferral / active EE | $5,526 | $5,454+1.3% | $4,879+13.3% | $6,711-17.7% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |