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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,202 | $176,105-86.8% | $159,474-85.5% | $167,536-86.2% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 11.46% | 331.91%-320.4pp | 263.68%-252.2pp | 478.82%-467.4pp |
| Employer contribution / active EE | $2,881 | $5,299-45.6% | $4,831-40.4% | $4,839-40.5% |
| Participant deferral / active EE | $7,268 | $7,751-6.2% | $7,353-1.2% | $6,342+14.6% |
| Admin fee / account holder | $220 | $12,559-98.3% | $10,802-98.0% | $12,315-98.2% |