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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,487 | $117,846-75.0% | $102,434-71.2% | $145,884-79.8% |
| Participation rate | 70.0% | 78.6%-8.6pp | 76.5%-6.5pp | 80.3%-10.3pp |
| Annual return | 15.42% | 31.90%-16.5pp | 29.46%-14.0pp | 551.85%-536.4pp |
| Employer contribution / active EE | $2,525 | $3,615-30.1% | $3,023-16.5% | $4,662-45.8% |
| Participant deferral / active EE | $5,913 | $5,733+3.1% | $5,055+17.0% | $6,690-11.6% |
| Admin fee / account holder | $293 | $13,356-97.8% | $9,462-96.9% | $13,392-97.8% |