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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,564 | $108,912-64.6% | $100,383-61.6% | $145,959-73.6% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 13.35% | 57.96%-44.6pp | 49.26%-35.9pp | 561.95%-548.6pp |
| Employer contribution / active EE | $4,354 | $4,423-1.6% | $3,944+10.4% | $4,661-6.6% |
| Participant deferral / active EE | $6,867 | $8,451-18.7% | $8,086-15.1% | $6,689+2.7% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |