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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,285 | $183,539-5.0% | $155,556+12.0% | $145,897+19.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.45% | 61.31%-48.9pp | 64.84%-52.4pp | 552.29%-539.8pp |
| Employer contribution / active EE | $2,688 | $5,315-49.4% | $4,675-42.5% | $4,663-42.4% |
| Participant deferral / active EE | $7,667 | $6,467+18.6% | $5,631+36.2% | $6,689+14.6% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |