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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,825 | $174,379-82.3% | $152,093-79.7% | $138,895-77.8% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 24.70% | 74.86%-50.2pp | 66.36%-41.7pp | 145.39%-120.7pp |
| Employer contribution / active EE | $2,175 | $4,652-53.3% | $4,175-47.9% | $4,194-48.2% |
| Participant deferral / active EE | $3,894 | $6,159-36.8% | $5,451-28.6% | $6,396-39.1% |
| Admin fee / account holder | $80 | $16,880-99.5% | $14,497-99.5% | $12,562-99.4% |