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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,649 | $148,629-69.3% | $135,982-66.4% | $139,487-67.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 23.30% | 79.33%-56.0pp | 68.32%-45.0pp | 373.84%-350.5pp |
| Employer contribution / active EE | $4,484 | $5,247-14.5% | $4,859-7.7% | $4,755-5.7% |
| Participant deferral / active EE | $10,035 | $8,102+23.8% | $7,760+29.3% | $6,713+49.5% |
| Admin fee / account holder | $149 | $12,406-98.8% | $10,767-98.6% | $11,407-98.7% |