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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,606 | $104,251-50.5% | $91,004-43.3% | $147,586-65.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 16.27% | 27.06%-10.8pp | 4.60%+11.7pp | 578.59%-562.3pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,675 | $4,195+11.4% | $3,548+31.8% | $5,439-14.0% |
| Admin fee / account holder | $71 | $8,948-99.2% | $5,417-98.7% | $10,886-99.4% |