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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,500 | $176,786-36.4% | $146,643-23.3% | $167,536-32.8% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 15.65% | 24.04%-8.4pp | 22.75%-7.1pp | 478.82%-463.2pp |
| Employer contribution / active EE | $8,896 | $5,161+72.4% | $4,137+115.0% | $4,839+83.8% |
| Participant deferral / active EE | $11,383 | $6,440+76.8% | $5,506+106.7% | $6,342+79.5% |
| Admin fee / account holder | $17 | $13,262-99.9% | $10,280-99.8% | $12,315-99.9% |