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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,172 | $148,629-85.1% | $135,982-83.7% | $139,487-84.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.45% | 79.33%-50.9pp | 68.32%-39.9pp | 373.84%-345.4pp |
| Employer contribution / active EE | $2,931 | $5,247-44.1% | $4,859-39.7% | $4,755-38.3% |
| Participant deferral / active EE | $5,926 | $8,102-26.9% | $7,760-23.6% | $6,713-11.7% |
| Admin fee / account holder | $9 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |