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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,567 | $176,105-77.5% | $159,474-75.2% | $167,536-76.4% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 18.95% | 331.91%-313.0pp | 263.68%-244.7pp | 478.82%-459.9pp |
| Employer contribution / active EE | $1,400 | $5,299-73.6% | $4,831-71.0% | $4,839-71.1% |
| Participant deferral / active EE | $3,833 | $7,751-50.6% | $7,353-47.9% | $6,342-39.6% |
| Admin fee / account holder | $68 | $12,559-99.5% | $10,802-99.4% | $12,315-99.4% |