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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,681 | $183,516-63.7% | $155,534-57.1% | $145,884-54.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 16.89% | 61.43%-44.5pp | 64.92%-48.0pp | 551.85%-535.0pp |
| Employer contribution / active EE | $1,427 | $5,315-73.1% | $4,675-69.5% | $4,662-69.4% |
| Participant deferral / active EE | $19,643 | $6,467+203.8% | $5,630+248.9% | $6,690+193.6% |
| Admin fee / account holder | $268 | $19,293-98.6% | $15,900-98.3% | $13,392-98.0% |