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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,703 | $124,336-37.5% | $111,303-30.2% | $167,518-53.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 13.88% | 37.45%-23.6pp | 54.66%-40.8pp | 478.71%-464.8pp |
| Employer contribution / active EE | $3,475 | $3,436+1.1% | $2,731+27.2% | $4,838-28.2% |
| Participant deferral / active EE | $4,715 | $5,181-9.0% | $4,487+5.1% | $6,342-25.7% |
| Admin fee / account holder | $0 | $10,623-100.0% | $7,966-100.0% | $12,312-100.0% |