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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,766 | $95,979+11.2% | $74,551+43.2% | $135,380-21.1% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.36% | 56.97%-63.3pp | 32.53%-38.9pp | 519.81%-526.2pp |
| Employer contribution / active EE | $2,220 | $2,716-18.3% | $1,961+13.2% | $4,779-53.5% |
| Participant deferral / active EE | $2,630 | $3,844-31.6% | $3,108-15.4% | $5,609-53.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |