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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,998 | $211,239-69.2% | $178,528-63.6% | $145,877-55.4% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 25.59% | 30.22%-4.6pp | 27.11%-1.5pp | 551.28%-525.7pp |
| Employer contribution / active EE | $1,085 | $4,570-76.3% | $3,950-72.5% | $4,663-76.7% |
| Participant deferral / active EE | $6,686 | $6,963-4.0% | $6,278+6.5% | $6,691-0.1% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |