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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,118 | $168,635-58.4% | $147,617-52.5% | $125,389-44.1% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | 1.42% | 77.65%-76.2pp | 61.98%-60.6pp | 282.24%-280.8pp |
| Employer contribution / active EE | $6,903 | $6,252+10.4% | $5,564+24.1% | $4,866+41.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $195 | $13,580-98.6% | $11,612-98.3% | $9,541-98.0% |