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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,274 | $115,796-78.2% | $101,264-75.0% | $158,950-84.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 13.50% | 56.15%-42.6pp | 46.48%-33.0pp | 302.91%-289.4pp |
| Employer contribution / active EE | $1,463 | $4,175-65.0% | $3,660-60.0% | $4,762-69.3% |
| Participant deferral / active EE | $3,334 | $4,958-32.8% | $4,370-23.7% | $5,983-44.3% |
| Admin fee / account holder | $0 | $7,247-100.0% | $5,947-100.0% | $11,248-100.0% |