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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,230 | $211,224-68.6% | $178,505-62.9% | $145,897-54.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 14.62% | 30.28%-15.7pp | 27.16%-12.5pp | 552.29%-537.7pp |
| Employer contribution / active EE | $1,809 | $4,577-60.5% | $3,955-54.3% | $4,663-61.2% |
| Participant deferral / active EE | $6,621 | $6,966-5.0% | $6,280+5.4% | $6,689-1.0% |
| Admin fee / account holder | $20 | $12,109-99.8% | $10,428-99.8% | $13,390-99.9% |