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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,840 | $110,379-77.5% | $102,412-75.7% | $145,884-83.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 13.61% | 24.84%-11.2pp | 24.94%-11.3pp | 551.85%-538.2pp |
| Employer contribution / active EE | $1,701 | $4,216-59.6% | $3,870-56.0% | $4,662-63.5% |
| Participant deferral / active EE | $3,024 | $5,622-46.2% | $5,060-40.2% | $6,690-54.8% |
| Admin fee / account holder | $6 | $9,745-99.9% | $8,388-99.9% | $13,392-100.0% |