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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,634 | $142,426-35.0% | $115,167-19.6% | $152,909-39.4% |
| Participation rate | 71.4% | 82.4%-10.9pp | 75.9%-4.5pp | 82.5%-11.0pp |
| Annual return | 21.53% | 41.48%-20.0pp | 35.60%-14.1pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,338 | $4,011-66.6% | $3,179-57.9% | $4,764-71.9% |
| Participant deferral / active EE | $2,801 | $5,165-45.8% | $4,169-32.8% | $5,851-52.1% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |