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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,874 | $176,077-79.6% | $159,455-77.5% | $167,518-78.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 19.51% | 331.83%-312.3pp | 263.63%-244.1pp | 478.71%-459.2pp |
| Employer contribution / active EE | $1,729 | $5,298-67.4% | $4,830-64.2% | $4,838-64.3% |
| Participant deferral / active EE | $4,654 | $7,751-40.0% | $7,353-36.7% | $6,342-26.6% |
| Admin fee / account holder | $287 | $12,556-97.7% | $10,800-97.3% | $12,312-97.7% |