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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,672 | $228,352-69.9% | $185,827-63.0% | $158,950-56.8% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 14.12% | 40.81%-26.7pp | 35.96%-21.8pp | 302.91%-288.8pp |
| Employer contribution / active EE | $686 | $4,967-86.2% | $4,087-83.2% | $4,762-85.6% |
| Participant deferral / active EE | $6,154 | $6,416-4.1% | $5,633+9.2% | $5,983+2.9% |
| Admin fee / account holder | $0 | $11,867-100.0% | $9,502-100.0% | $11,248-100.0% |