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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,687 | $106,247-80.5% | $96,515-78.6% | $139,466-85.2% |
| Participation rate | 72.7% | 77.8%-5.1pp | 74.3%-1.6pp | 80.3%-7.6pp |
| Annual return | 24.54% | 38.47%-13.9pp | 35.73%-11.2pp | 373.66%-349.1pp |
| Employer contribution / active EE | $1,814 | $4,106-55.8% | $3,740-51.5% | $4,754-61.8% |
| Participant deferral / active EE | $6,553 | $5,456+20.1% | $4,880+34.3% | $6,712-2.4% |
| Admin fee / account holder | $126 | $7,885-98.4% | $6,735-98.1% | $11,409-98.9% |