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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,123 | $165,399-20.1% | $149,745-11.8% | $158,982-16.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 14.21% | 348.34%-334.1pp | 276.72%-262.5pp | 302.99%-288.8pp |
| Employer contribution / active EE | $2,142 | $5,105-58.0% | $4,646-53.9% | $4,763-55.0% |
| Participant deferral / active EE | $6,217 | $7,183-13.4% | $6,843-9.1% | $5,983+3.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |