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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,781 | $127,387-15.4% | $115,038-6.3% | $125,389-14.0% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 0.00% | 31.28%-31.3pp | 26.14%-26.1pp | 282.24%-282.2pp |
| Employer contribution / active EE | $2,025 | $5,166-60.8% | $4,608-56.1% | $4,866-58.4% |
| Participant deferral / active EE | $2,133 | $6,423-66.8% | $6,026-64.6% | $5,352-60.1% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |