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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,857 | $169,336-44.0% | $129,384-26.7% | $145,884-35.0% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.6%+8.1pp | 80.3%-2.5pp |
| Annual return | 14.84% | 14408.70%-14393.9pp | 9461.77%-9446.9pp | 551.85%-537.0pp |
| Employer contribution / active EE | $1,871 | $5,540-66.2% | $4,153-55.0% | $4,662-59.9% |
| Participant deferral / active EE | $1,871 | $4,985-62.5% | $4,166-55.1% | $6,690-72.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |