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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,169 | $110,337-80.8% | $102,383-79.3% | $145,877-85.5% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 15.25% | 24.83%-9.6pp | 24.94%-9.7pp | 551.28%-536.0pp |
| Employer contribution / active EE | $3,373 | $4,216-20.0% | $3,870-12.8% | $4,663-27.7% |
| Participant deferral / active EE | $6,157 | $5,621+9.6% | $5,060+21.7% | $6,691-8.0% |
| Admin fee / account holder | $3 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |