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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,560 | $165,381-61.0% | $149,730-56.9% | $158,966-59.4% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 13.54% | 348.29%-334.8pp | 276.70%-263.2pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,389 | $5,104-72.8% | $4,645-70.1% | $4,762-70.8% |
| Participant deferral / active EE | $10,128 | $7,182+41.0% | $6,843+48.0% | $5,983+69.3% |
| Admin fee / account holder | $30 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |