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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,260 | $148,629-52.7% | $135,982-48.3% | $139,487-49.6% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 14.75% | 79.33%-64.6pp | 68.32%-53.6pp | 373.84%-359.1pp |
| Employer contribution / active EE | $1,857 | $5,247-64.6% | $4,859-61.8% | $4,755-60.9% |
| Participant deferral / active EE | $2,747 | $8,102-66.1% | $7,760-64.6% | $6,713-59.1% |
| Admin fee / account holder | $196 | $12,406-98.4% | $10,767-98.2% | $11,407-98.3% |