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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,948 | $148,629-82.5% | $135,982-80.9% | $139,487-81.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 24.07% | 79.33%-55.3pp | 68.32%-44.3pp | 373.84%-349.8pp |
| Employer contribution / active EE | $1,455 | $5,247-72.3% | $4,859-70.1% | $4,755-69.4% |
| Participant deferral / active EE | $5,494 | $8,102-32.2% | $7,760-29.2% | $6,713-18.2% |
| Admin fee / account holder | $30 | $12,406-99.8% | $10,767-99.7% | $11,407-99.7% |