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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,315 | $79,694-1.7% | $96,171-18.6% | $79,391-1.4% |
| Participation rate | 76.8% | 54.0%+22.8pp | 68.4%+8.3pp | 70.7%+6.1pp |
| Annual return | 21.65% | 40.84%-19.2pp | 192.04%-170.4pp | 116.88%-95.2pp |
| Employer contribution / active EE | $3,096 | $1,443+114.5% | $2,799+10.6% | $2,428+27.5% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,350-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $5,538-100.0% | $627-100.0% |