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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,635 | $111,535-37.6% | $105,223-33.8% | $137,256-49.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 16.44% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,074 | $3,939-22.0% | $3,689-16.7% | $4,156-26.0% |
| Participant deferral / active EE | $7,160 | $5,500+30.2% | $5,072+41.2% | $6,407+11.8% |
| Admin fee / account holder | $286 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |