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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,683 | $172,111-41.5% | $150,298-33.0% | $137,256-26.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.72% | 69.37%-54.7pp | 62.79%-48.1pp | 220.34%-205.6pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,240 | $6,166-31.2% | $5,453-22.2% | $6,407-33.8% |
| Admin fee / account holder | $114 | $16,471-99.3% | $14,116-99.2% | $12,270-99.1% |