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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,369 | $106,267-81.8% | $96,520-79.9% | $139,456-86.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 36.61% | 38.45%-1.8pp | 35.72%+0.9pp | 373.45%-336.8pp |
| Employer contribution / active EE | $1,982 | $4,105-51.7% | $3,739-47.0% | $4,753-58.3% |
| Participant deferral / active EE | $4,699 | $5,454-13.9% | $4,879-3.7% | $6,711-30.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |