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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,894 | $211,105-54.6% | $178,449-46.3% | $145,978-34.3% |
| Participation rate | 76.9% | 80.8%-3.9pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 25.52% | 30.19%-4.7pp | 27.09%-1.6pp | 550.52%-525.0pp |
| Employer contribution / active EE | $1,717 | $4,569-62.4% | $3,951-56.5% | $4,662-63.2% |
| Participant deferral / active EE | $3,311 | $6,959-52.4% | $6,277-47.2% | $6,690-50.5% |
| Admin fee / account holder | $0 | $12,017-100.0% | $10,362-100.0% | $13,400-100.0% |