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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,804 | $138,076-84.9% | $123,553-83.2% | $135,380-84.6% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | 7.03% | 153.70%-146.7pp | 119.21%-112.2pp | 519.81%-512.8pp |
| Employer contribution / active EE | $1,201 | $5,152-76.7% | $4,628-74.0% | $4,779-74.9% |
| Participant deferral / active EE | $3,288 | $6,800-51.7% | $6,426-48.8% | $5,609-41.4% |
| Admin fee / account holder | $202 | $10,917-98.2% | $9,284-97.8% | $10,828-98.1% |