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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,111 | $91,537-8.1% | $130,045-35.3% | $75,173+11.9% |
| Participation rate | 96.0% | 71.5%+24.5pp | 78.5%+17.5pp | 67.2%+28.8pp |
| Annual return | 20.56% | -631.55%+652.1pp | -137.30%+157.9pp | 160.72%-140.2pp |
| Employer contribution / active EE | $8,278 | $2,845+191.0% | $4,321+91.6% | $2,671+209.9% |
| Participant deferral / active EE | $6,856 | $4,343+57.9% | $5,820+17.8% | $4,126+66.1% |
| Admin fee / account holder | $288 | $6,780-95.8% | $10,600-97.3% | $5,651-94.9% |