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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,315 | $112,121-31.9% | $95,960-20.5% | $158,966-52.0% |
| Participation rate | 71.4% | 79.0%-7.6pp | 77.1%-5.7pp | 82.0%-10.5pp |
| Annual return | 11.28% | 171.16%-159.9pp | 91.63%-80.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $769 | $3,199-76.0% | $2,541-69.7% | $4,762-83.8% |
| Participant deferral / active EE | $1,558 | $4,784-67.4% | $4,167-62.6% | $5,983-74.0% |
| Admin fee / account holder | $29 | $10,135-99.7% | $6,797-99.6% | $11,250-99.7% |