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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,529 | $103,038-7.3% | $90,324+5.8% | $152,909-37.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.5%-7.5pp |
| Annual return | 25.95% | 95.25%-69.3pp | 78.15%-52.2pp | 345.46%-319.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,808 | $4,282+12.3% | $3,885+23.7% | $5,851-17.8% |
| Admin fee / account holder | $9 | $6,177-99.9% | $5,356-99.8% | $11,601-99.9% |