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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,348 | $148,623-87.0% | $135,974-85.8% | $139,466-86.1% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 28.73% | 79.30%-50.6pp | 68.30%-39.6pp | 373.66%-344.9pp |
| Employer contribution / active EE | $1,207 | $5,246-77.0% | $4,859-75.2% | $4,754-74.6% |
| Participant deferral / active EE | $3,448 | $8,103-57.5% | $7,760-55.6% | $6,712-48.6% |
| Admin fee / account holder | $8 | $12,406-99.9% | $10,767-99.9% | $11,409-99.9% |