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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,427 | $211,239-86.5% | $178,528-84.1% | $145,877-80.5% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.24% | 30.22%-17.0pp | 27.11%-13.9pp | 551.28%-538.0pp |
| Employer contribution / active EE | $1,855 | $4,570-59.4% | $3,950-53.0% | $4,663-60.2% |
| Participant deferral / active EE | $2,927 | $6,963-58.0% | $6,278-53.4% | $6,691-56.3% |
| Admin fee / account holder | $139 | $12,095-98.8% | $10,419-98.7% | $13,402-99.0% |