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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,327 | $232,540-87.0% | $185,117-83.6% | $147,586-79.5% |
| Participation rate | 70.0% | 82.4%-12.4pp | 77.3%-7.3pp | 82.8%-12.8pp |
| Annual return | 15.85% | 43.03%-27.2pp | 40.50%-24.7pp | 578.59%-562.7pp |
| Employer contribution / active EE | $2,309 | $5,195-55.6% | $4,182-44.8% | $4,876-52.7% |
| Participant deferral / active EE | $4,495 | $5,834-23.0% | $5,045-10.9% | $5,439-17.4% |
| Admin fee / account holder | $33 | $10,275-99.7% | $8,159-99.6% | $10,886-99.7% |