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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,719 | $168,626-88.3% | $133,698-85.3% | $145,897-86.5% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.4%-6.4pp | 80.3%-10.3pp |
| Annual return | 14.64% | 1168.99%-1154.3pp | 580.90%-566.3pp | 552.29%-537.6pp |
| Employer contribution / active EE | $937 | $5,290-82.3% | $4,218-77.8% | $4,663-79.9% |
| Participant deferral / active EE | $3,851 | $8,688-55.7% | $7,016-45.1% | $6,689-42.4% |
| Admin fee / account holder | $94 | $9,638-99.0% | $6,703-98.6% | $13,390-99.3% |