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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,324 | $211,105-78.5% | $178,449-74.6% | $145,978-69.0% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 15.22% | 30.19%-15.0pp | 27.09%-11.9pp | 550.52%-535.3pp |
| Employer contribution / active EE | $2,325 | $4,569-49.1% | $3,951-41.1% | $4,662-50.1% |
| Participant deferral / active EE | $2,325 | $6,959-66.6% | $6,277-63.0% | $6,690-65.2% |
| Admin fee / account holder | $11 | $12,017-99.9% | $10,362-99.9% | $13,400-99.9% |