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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,169 | $110,410-80.8% | $102,437-79.3% | $145,897-85.5% |
| Participation rate | 73.3% | 77.9%-4.6pp | 74.5%-1.2pp | 80.3%-7.0pp |
| Annual return | 15.25% | 24.85%-9.6pp | 24.95%-9.7pp | 552.29%-537.0pp |
| Employer contribution / active EE | $3,373 | $4,217-20.0% | $3,871-12.9% | $4,663-27.7% |
| Participant deferral / active EE | $6,157 | $5,622+9.5% | $5,060+21.7% | $6,689-8.0% |
| Admin fee / account holder | $3 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |