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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,194 | $201,370-63.2% | $184,256-59.7% | $145,897-49.1% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 17.22% | 29.05%-11.8pp | 28.85%-11.6pp | 552.29%-535.1pp |
| Employer contribution / active EE | $3,631 | $7,024-48.3% | $6,427-43.5% | $4,663-22.1% |
| Participant deferral / active EE | $11,248 | $9,808+14.7% | $9,133+23.2% | $6,689+68.1% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |