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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,517 | $148,623-57.3% | $135,974-53.3% | $139,466-54.5% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 13.51% | 79.30%-65.8pp | 68.30%-54.8pp | 373.66%-360.2pp |
| Employer contribution / active EE | $1,975 | $5,246-62.4% | $4,859-59.4% | $4,754-58.5% |
| Participant deferral / active EE | $3,914 | $8,103-51.7% | $7,760-49.6% | $6,712-41.7% |
| Admin fee / account holder | $20 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |