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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,416 | $201,344-80.9% | $184,243-79.1% | $145,877-73.7% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 21.32% | 29.01%-7.7pp | 28.82%-7.5pp | 551.28%-530.0pp |
| Employer contribution / active EE | $3,316 | $7,022-52.8% | $6,427-48.4% | $4,663-28.9% |
| Participant deferral / active EE | $4,295 | $9,807-56.2% | $9,132-53.0% | $6,691-35.8% |
| Admin fee / account holder | $13 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |