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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,213 | $111,814-64.0% | $103,378-61.1% | $145,978-72.5% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 13.96% | 24.80%-10.8pp | 24.91%-11.0pp | 550.52%-536.6pp |
| Employer contribution / active EE | $1,984 | $4,215-52.9% | $3,870-48.7% | $4,662-57.5% |
| Participant deferral / active EE | $3,471 | $5,618-38.2% | $5,058-31.4% | $6,690-48.1% |
| Admin fee / account holder | $104 | $9,764-98.9% | $8,401-98.8% | $13,400-99.2% |