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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,519 | $183,592-77.9% | $155,574-74.0% | $145,877-72.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.77% | 61.37%-44.6pp | 64.87%-48.1pp | 551.28%-534.5pp |
| Employer contribution / active EE | $2,192 | $5,317-58.8% | $4,676-53.1% | $4,663-53.0% |
| Participant deferral / active EE | $7,400 | $6,466+14.4% | $5,629+31.5% | $6,691+10.6% |
| Admin fee / account holder | $158 | $19,316-99.2% | $15,914-99.0% | $13,402-98.8% |